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Minsheng Securities: Byte's AI opens up space for the domestic Industry Chain of computing power.
With the continuous iteration of domestic models, downstream application scenarios are expected to keep expanding, and the high demand for interactive inference will inevitably lead to emerging needs on the Hardware side.
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
A-shares CPO concept stocks have risen, with suzhou tfc optical communication increasing by over 5%.
Gelonghui, December 2 | Suzhou TFC Optical Communication, Yuanjie Technology, Hengtong Optic-Electric, Jiangsu Etern, and Zhongji Innolight all rose over 5%.
Express News | This week, leveraged funds heavily invested in stocks, with china yangtze power at the top.
suzhou tfc optical communication (300394.SZ) granted 0.6678 million restricted stocks at a grant price of 27.11 yuan per stock
suzhou tfc optical communication (300394.SZ) announced that the company agreed to use November 27, 2024 as the reserve grant date, ...
Express News | The first gem artificial intelligence etf in the entire market has been approved, and it is managed by Huabao Fund.