No Data
Minsheng Securities: Industry cloud merchants' capital expenditure steadily increasing, with continuous strong demand for electronic computing power.
The total capital expenditure of the four major cloud businesses in North America in CY3Q24 was $59.814 billion, a year-on-year increase of 61.7% and a quarter-on-quarter increase of 13.2%; market media unanimously expected the total capital expenditure of the four major cloud businesses in North America in CY2024 to be $222.6 billion, a year-on-year increase of 51.0%.
Haitong Sec: Profit improved in the information service industry in 2024Q3, with a high increase in CNI data factor index revenue.
From the perspective of distribution form, the distribution of the third quarter of 2024 has shifted to the left compared to the first three quarters of 2024, indicating that the revenue growth rate of the computer sector is slowing down. Both the net profit attributable to the mother and the non-net profit show a two-tier differentiation state, with a significant proportion of extremely high growth rates and extremely low growth rates.
The stock market's 'top chip' hits a record high, semiconductor manufacturing international corporation's market cap reaches 833.9 billion yuan.
格隆汇November 8th | Yesterday, citic sec, east money information, and hithink royalflush information network, three major companies with high market cap, set a new historical high in stock prices. This morning, semiconductor manufacturing international corporation, reitsma information technology, and dawning information industry, three leading stocks, also hit a historical high. Known in the market as the "chip leader" of A-shares, semiconductor manufacturing international corporation rose by 2.63%, rising more than 7% at one point during the day, reaching a historical high stock price, with the latest market capitalization of 833.9 billion yuan.
Huafu Securities: AIAgent's intensive release enhances the voice of mobile brand factories.
Since October 23, Claude 3.5 Sonnet has added the Computeruse feature, and various AIAgents have been intensively released by each company.
Guosen Securities: AI drives a new round of capital expenditure cycle
Guosen Securities released research reports stating that since 23, global ai has been developing rapidly, with cloud vendors vigorously building AI infrastructure, driving a new round of capital expenditure growth.
Express News | Denbest Securities: Embracing the era of full-terminal Agent, the demand for reasoning computing power is expected to increase significantly.
No Data
No Data