ZTE's stock in Hong Kong once surged over 9%. What happened? Quick look at the Institutions' interpretation.

ZTE has once again迎来了 a glorious moment!

Brokerage ChinaDec 17 11:46

The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?

The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.

wallstreetcnDec 17 00:51

Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications

① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.

cls.cnDec 12 08:10

The global auto chip innovation conference is about to be held, and the demand for auto chips in China is expected to continue growing.

① The China Automotive Industry Association announced that the 2024 Global Auto Chip Innovation Conference, co-hosted by the China Automotive Industry Association and the China Automotive Industry Economic and Technological Research Institute Co., Ltd., will be held in Wuxi from December 5th to 6th. ② HTSC's Xie Chunsheng is bullish on the continued growth of demand for auto chips in China.

cls.cnDec 5 07:57

【Data Observation】The trading volume of siasun robot&automation etf has increased significantly, with speculative funds and algo collaborating to scoop up gosuncn technology group.

1. Siasun Robot&Automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF trading volume has significantly increased for two consecutive trading days. 2. Asia Vets concept stocks Gosuncn Technology Group received buy orders totaling nearly 0.3 billion yuan from four A-share leading institutional investors, and also received buy orders exceeding 70 million yuan from a algo institutional investor.

cls.cnDec 2 17:57

Richinfo Technology: Tusheng music application has obtained hundreds of thousands of C-end users, focusing on application + intelligent computing to build AI full-stack service capabilities | Corporate research

① Richinfo technology is focusing on exploring AI applications this year, with AI Agent being considered one of its core directions. The AI-generated music application, CAI Ling Tu Ge Le, currently has hundreds of thousands of seed users on the consumer side; ② Richinfo technology aligns with operators' business layout to develop computing power, and the AI-native cloud computing solution Rich AICloud has been implemented in several large model training, inference, and AI tool acceleration areas at the scale of hundreds of billions of parameters.

cls.cnNov 27 22:01