A-shares are moving unusually | Communications Equipment stocks surged, Broadex Technologies hit the 20 cm limit up, AI catalyzes the development of the industry.

On December 26, Glonghui reported that Communications Equipment stocks surged significantly, with Broadex Technologies reaching a 20cm limit up, while Tongding Interconnection Information, Dongguan Mentech Optical & Magnetic, and Nanjing Huamai Technology also hit their limit up, and Zhejiang Zhaolong Interconnect Technology and T&S Communications strengthened. Recently, the AI theme has been continuously hot. A prior Research Report from China International Capital Corporation pointed out that AI computing power remains the core investment line in the Communications Equipment sector. Looking toward 2025, demand for AI reasoning is expected to accelerate, and the bullish outlook for cloud Hardware demand is anticipated to maintain high prosperity; however, the total investment in telecom equipment is under pressure, and recovery relies on the growth of north-south traffic.

Gelonghui FinanceDec 26, 2024 09:51

A-share anomaly丨The Communications Equipment Sector is strong, Qingdao Topscomm Communication INC. has achieved five consecutive gains, and Tongding Interconnection Information is at a locked limit-up.

On December 24, Gelonghui reported that the A-share Communications Equipment Sector continues to rise, with Qingdao Topscomm Communication INC. hitting the ceiling for a record five consecutive boards. Raisecom Technology also reached the ceiling, and Tongding Interconnection Information had previously hit the ceiling in a single tick, while Shenzhen Chengtian Weiye Technology, Suzhou Shijia Science & Technology Inc., Queclink Wireless Solutions, GHT Co.,Ltd, and Alade followed suit. In terms of news, the AI theme has continued to be popular recently. China International Capital Corporation's previous Research Reports pointed out that AI computing power remains the core investment line in the Communications Equipment Sector. Looking ahead to 2025, AI inference demand is expected to accelerate, and cloud hardware demand is expected to remain highly prosperous; total telecom equipment investment is under pressure, and recovery depends on the growth of north-south traffic. (Gelonghui)

Gelonghui FinanceDec 24, 2024 09:51

Tongding Internet: Report for the third quarter of 2024

SZSIOct 23, 2024 00:00 · Announcements

Express News | tongding interconnection information: net income in the third quarter was 47.048 million yuan, a year-on-year increase of 279.64%.

BreakingsOct 22, 2024 16:28

Tongding Internet: 2024 Semi-Annual Report

SZSIAug 30, 2024 00:00 · Announcements

Tongding Internet: 2024 Semi-Annual Report Summary

SZSIAug 30, 2024 00:00 · Announcements