Nancal Technology (603859.SH): The US's additional tariffs have no impact on the company's performance.

Globe News on April 8 reported that Nancal Technology (603859.SH) stated on the investor interaction platform that the company's current business focus is on the domestic market. According to the latest annual report, overseas revenue is less than 1%, which is relatively low and there is no direct business with the USA. The increased tariffs imposed by the USA have no impact on the company's performance.

Gelonghui FinanceApr 8 20:45

Nancal Technology (603859): AI empowers the comprehensive upgrade of the Le series products, deeply participating in the Huawei ecosystem. New Business and new scenarios have great potential.

The Joy series products are combined with AI to create various AI Agents; at the same time, research is being conducted on new AI products from the "Ling series" targeted at the Industry sector. The company has developed multiple industry AI Agents based on open-source and closed-source large models.

HAITONG SECMar 26 18:07

The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.

With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.

Guosheng SecuritiesMar 24 11:06

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

BreakingsMar 11 15:22

China Academy of Information and Communications Technology has initiated the development of technical standards for multimodal Asia Vets, marking the explosive year of AI agents.

① To further accelerate the empowerment of industries by Asia Vets and promote the high-quality development of multimodal Asia Vets, the China Academy of Information and Communications Technology has officially launched the preparation of technical specifications for multimodal Asia Vets. ② Industrial giants are focusing on AI Agents, marking the explosive growth year for AI Agents.

cls.cnMar 11 07:56

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