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Express News | Shanghai CDXJ Digital Technology: The subsidiary signed a contract for the maintenance service project of the computing power infrastructure of the CHINA MOBILE Hohhot Datacenter.
CHINA MOBILE (600941): Steady growth in performance, significant results in digital transformation development.
Event: The company released its 2024 annual performance, with total revenue reaching 1,040.8 billion yuan, a year-on-year increase of 3.1%. Among this, the main business revenue was 889.5 billion yuan, a year-on-year increase of 3.0%; Net income attributable to shareholders was 138.4 billion yuan.
Express News | 360 Security Technology Inc. has signed a Global Strategy cooperation with Guizhou Mobile.
Morgan Stanley Fund: From DeepSeek to Manus, will Cloud Computing be a hard currency in the AI era?
Lei Zhiyong stated that the demand for computing power in the market will remain strong from 2025 to 2026. Although there may be structural adjustments in prosperity, the upward trend will still be maintained.
The "Great Action" report by DBS has listed the latest recommended stocks for Hong Kong stocks (table).
DBS recently published a Hong Kong stock report, listing its latest recommendations for Hong Kong stocks: Stocks │ Target Price Alibaba-W (09988.HK) │ 169 HKD Anta (02020.HK) │ 118 HKD BYD Electronics (00285.HK) │ 66.5 HKD China Mobile (00941.HK) │ 93 HKD Hong Kong Exchanges (00388.HK) │ 440 HKD MEITUAN-W (03690.HK) │ 206 HKD PetroChina (00857.HK) │ 6.9 HKD Ping An Insurance (02318.HK) │ 72 HKD.
DBS report: Hong Kong stock performance supports an upward trend, reiterating a preference for the Technology Industry.
DBS released a strategy report on the Hong Kong stock market, indicating that the performance of Chinese stocks and Hong Kong listed companies last year showed stable fundamentals. Among the 361 constituent stocks of the Hang Seng Composite Index and CSI 300 Index covered, about 28.8% of companies reported earnings below expectations, an improvement of 9.2 percentage points compared to the 38% during the mid-year earnings season. Approximately 45.4% of companies met market expectations, while 25.8% exceeded market forecasts. However, among the 171 stocks covered by DBS Analysts, about 30.4% reported net profits below expectations, up from 26.4% in the first half of last year, affected by Semiconductors and other factors.