China Telecom Corporation News

J.P. Morgan: China's generative AI has entered a stage of explosive application, Bullish on Alibaba and Kuaishou.

On March 9, JPMorgan released a Research Report stating that generative AI in China has entered a phase of explosive application.

Zhitong Finance51minutes ago

UBS Group expects that this year the Global AI Industry ROI will reach the mid-teens, Bullish on large Market Cap AI stocks, leading cloud platforms, and Semiconductors.

The UBS Group's Wealth Management Asia-Pacific Investment Director's office published a report, predicting that Asian economies will strive to reach an agreement with the USA. In this scenario, the accumulated impact of tariffs on the region's GDP could be around 50 to 100 basis points. In the risk scenario where an agreement is not reached, extensive tariffs are imposed, or the USA's economic growth significantly slows below trend levels, the impact on Asian GDP growth could reach 200 to 300 basis points. UBS believes that AI computing is an important driving factor for AI enablers in Asia, and the strong growth momentum of AI computing revenues is expected to continue beyond 2025, anticipated from 2024 to 2029.

AASTOCKS15:40

Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.

Breakings15:22

China Telecom Obtains Key 6G Satellite-terrestrial Patent

China Daily15:17

Analysis of Zhiyun Hong Kong Stock Connect Holdings | March 11

Analysis of Hong Kong Stock Connect Holdings | March 10, 2025

Zhitong Finance08:30

Express News | The Ministry of Foreign Affairs opposes the broadening of the National Security Concept and the politicization of economic and technology issues.

BreakingsMar 10 15:35

The domestic sensation Manus has received its first wave of comments from overseas: Is this the second DeepSeek moment?

Manus has begun to break into the mainstream, receiving attention from mainstream media and being widely discussed by overseas Technology bloggers. Renowned AI blogger Rowan Cheung called it China's "second DeepSeek moment," and one user frankly stated that after seeing the actual effects of Manus, he canceled his monthly $200 ChatGPT subscription. However, there are also many complaints, as some users found the experience during testing to be not smooth and reported some factual errors.

wallstreetcnMar 10 14:17

[Brokerage Focus] China Securities Co.,Ltd.: Model application continues to iterate, bullish on GPU, IDC, CPO, and other computing Industry Chain.

Jinwu Financial News | China Securities Co.,Ltd. released a research report, stating that recently, the 'Global First General-Purpose AI Intelligent Agent Manus' was launched, attracting market attention. Manus has independent thinking, task planning, and cross-tool collaboration capabilities, and can deliver complete results directly, with internal testing invitation codes skyrocketing to a High Stock Price after release. Manus has exploded in popularity, indicating that AI applications are at a rapidly developing starting point. The firm believes that as models and applications continuously evolve, the demand for computing power will continue to grow, maintaining a Bullish outlook on the GPU, IDC, CPO, and other Industry Chain sectors.

Jingwu Financial NewsMar 10 13:48

Can the valuations of the ten giants in the Hong Kong stock market catch up with the seven sisters in the U.S. stock market? CICC states that if earnings are realized, there may be potential for a doubling.

① At what level will the valuation of Hong Kong stocks recover? ② What are the core driving factors behind the current rebound of Hong Kong stocks? ③ How much room is there for future valuation expansion of Hong Kong stocks?

cls.cnMar 10 12:07

Hong Kong stocks movement | Telecommunication Sector collectively declines. China United Network Communications (00762) falls over 5%, CHINA TELECOM (00728) falls over 4%.

The Telecommunication Sector collectively declined. As of the time of writing, China United Network Communications (00762) fell by 5.04%, trading at 9.43 Hong Kong dollars; CHINA TELECOM (00728) dropped by 4.35%, trading at 5.94 Hong Kong dollars; CHINA MOBILE (00941) decreased by 0.66%, trading at 83 Hong Kong dollars.

Zhitong FinanceMar 10 11:51

In the report by CICC, the analysis of Hong Kong stock valuations expects that the dividend Sector has a relative gap of 5% compared to A-shares, while the Technology Sector and ROE have basically matched.

China International Capital Corporation released a report on the Hong Kong stock strategy stating that since the Spring Festival holiday, the AI boom has significantly changed investor sentiment and macro narratives, driving the Hong Kong stock market to continue rising. The Hang Seng Index and Hang Seng Technology have respectively increased by 19.8% and 27.8%, with valuation expansion contributing 18% and 24.1%, while earnings only contributed slightly at 1.6% and 3%. The market's rise is mainly driven by valuation, with optimism about the future narrative accounting for a substantial part (reflected in risk premium ERP).

AASTOCKSMar 10 11:28

CICC: Can Hong Kong stocks still be bought?

The essence of this round of rebound is based on optimism about Technology trends. The extent to which this sentiment is accounted for and how much "imagination" space is left in the future is key to answering the future market space.

Zhitong FinanceMar 10 08:54

Analysis of Zhito Hong Kong Stock Connect holdings | March 10

Analysis of Hong Kong Stock Connect Holdings | March 7, 2025

Zhitong FinanceMar 10 08:30

China Telecom and Partners Innovate Together! 5G UAV Medical Delivery Network Wins Global Mobile Award

PR NewswireMar 10 08:26

"Shopping"! Foreign capital returns to the China stock market, "favoring" Hong Kong Technology stocks, and China's technology giants still have valuation advantages.

South Koreans are currently buying Stocks in China!

Brokerage ChinaMar 10 07:49

Weekend Reading | DeepSeek earns 0.56 million USD daily, "Moments" sparks a computing power battle.

As the DeepSeek circle continues to expand, can the arms race in chip Hardware initiated by OpenAI be sustained? What new rules will this game of computing power bring?

Tencent TechnologyMar 9 11:24

In the era of accelerated AI by Manus, is the AI Application software Sector igniting a "gold rush"?

Although it is still unclear whether Manus's rise to fame is due to hype or genuine skill, the investment effects of AI applications are becoming increasingly evident alongside the accelerated implementation of AI applications catalyzed by DeepSeek.

Zhitong FinanceMar 9 10:54

Everbright: Domestic and international AIDC capital expenditures will continue to expand, focusing on investment opportunities from cloud vendors.

The capital expenditure cycles of major U.S. technology giants in AI vary, and capital spending will continue to expand through 2025. Domestic Internet giants have begun a new round of capital investment cycles; how will the narrative of AIDC unfold?

Zhitong FinanceMar 8 17:22

Explosive popularity + controversy, how does Manus stir the AI application ecosystem.

①Manus has become a new dark horse in the AI circle, a general AI agent that can "think" and "execute"; ②After Manus gained popularity, online reviews of this product began to show a polarization.

cls.cnMar 7 20:56

Express News | The 5G Drone Medical Delivery solution jointly developed by CHINA TELECOM, Huawei, and others is being piloted in Zhejiang.

BreakingsMar 7 13:20