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Express News | The stock positions of Ruiyuan Fund's Fu Pengbo and Zhao Feng have been further increased, with Cambricon and Focus Media Information Technology respectively entering the top ten holdings for the first time.
Express News | Alipay: In the first half of April, the consumption by USA tourists using Alipay increased by 100% year-on-year.
The fund under Ruiyuan has announced its quarterly report! A significant reduction in Shareholding of CHINA MOBILE (00941), Bullish on future investment opportunities.
Zhao Feng stated that on the macroeconomic front, a trend of stabilization and recovery in the economy has already been observed.
Express News | Jilin Jlu Communication Design Institute: Pre-winning bid for CHINA MOBILE communication engineering project.
BOCOM INTL listed the top 10 Hong Kong stocks with the highest net Buy through the interconnection last week (table).
The following lists the 10 stocks with the highest net buy through Hong Kong's interconnection last week: Stock │ Net Buy (HKD) │ Latest Holding Ratio │ Change from Last Week Tencent (00700.HK) │ 9.98 billion HKD │ 11.7% │ 0.2% Alibaba-W (09988.HK) │ 9.23 billion HKD │ 8.3% │ 0.4% Xiaomi-W (01810.HK) │ 6.6 billion HKD │ 17% │ 0.6% MEITUAN-W (03690.HK) │ 4.12 billion HKD │ 10.7% │ 0.5% CNOOC (00883.HK) │ 3.18 billion HKD │ 20.2% │ 0.4% SMIC
【Brokerage Focus】China International Capital Corporation: The three major telecommunications operators focus on the construction of computing power networks, and the demand for computing power hardware procurement is expected to maintain sustainable growt
Jingwu Financial News | China International Capital Corporation reports that the financial results of the three major telecommunications operators for 2024 show that their total capital expenditures amount to 318.9 billion yuan, a year-on-year decline of 9.7%, a reduction greater than the initial guidance of 4.5% at the beginning of 2024. Looking ahead to 2025, in terms of total amount, the combined capital expenditure guidance of the three operators is projected to decrease by 9.1% year-on-year to 288.9 billion yuan, continuing to narrow the investment scale; structurally, the operators' investment focus is further shifting towards computing power networks, with China Mobile/Telecom/Unicom's guidance on computing power investments increasing by 0.5%/22%/28% year-on-year, while traditional mobile & fixed network construction...