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Minsheng Securities: Industry cloud merchants' capital expenditure steadily increasing, with continuous strong demand for electronic computing power.
The total capital expenditure of the four major cloud businesses in North America in CY3Q24 was $59.814 billion, a year-on-year increase of 61.7% and a quarter-on-quarter increase of 13.2%; market media unanimously expected the total capital expenditure of the four major cloud businesses in North America in CY2024 to be $222.6 billion, a year-on-year increase of 51.0%.
Wus Printed Circuit (002463): Q3 24 performance achieves high-speed growth, continuous R&D support optimizes product structure.
Event: On October 24th, the company released the third quarter report for 2024. In the first three quarters of 2024, the company achieved revenue of 9.011 billion yuan, a year-on-year increase of 48.15%; achieved a net income attributable to the parent company of 1.848 billion yuan.
wus printed circuit (002463): Performance fell below expectations, planning to further expand production of 0.29 million square meters of high-end PCB boards.
Event. The company's revenue in the first three quarters was 9.011 billion yuan, +48.15% year-on-year, net income attributable to the mother was 1.848 billion yuan, +93.94% year-on-year, gross margin was 35.86%, +5.28 percentage points year-on-year, net margin 20.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
wus printed circuit (002463): Performance continues to release, increasing investment in high-end production capacity.
Investment highlights: ai PCB leader, performance continues to benefit from the growth of structural demand for high-end HDI, high-speed high-level PCBs such as artificial intelligence, high-speed networks, and smart automobile systems, with the company achieving continuous record high performance in a single quarter. 24
WUS Printed Circuit to Build PCB Factory for 4.30 Billion Yuan
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