Year-on-year growth exceeded 900%! Chip Concept stocks released their first quarter report forecast | Post-market announcement highlights.

Hongjing Technology: Signed a 0.312 billion yuan computing capacity Business contract with CHINA MOBILE Ningxia company.

cls.cnApr 1 21:12

After a continuous reduction in volume, short-term sentiment has reached a freezing point. Can the recovery of AI computing power lead to a market rebound?

Although the market experienced some degree of recovery yesterday afternoon, the rebound strength remains relatively weak, and the short-term trend continues to show a weak adjustment structure.

cls.cnApr 1 09:23

Star Evening Report | Shareholders of Beijing Kingsoft Office Software, Inc plan to inquire about the transfer of 7.7618 million shares. Angruiwei's IPO application on the Star has been accepted.

① Multiple companies on the Star stated that local businesses were not affected by the earthquake; ② Manus announced two pricing plans of $39 and $199; ③ NVIDIA's exclusive GPU for the mainland received a surge in orders.

cls.cnMar 28 20:47

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

The wave of L orders from large factories has really arrived? After the mysterious 'Company X' ignited the market, Hongjing Technology officially announced a 0.7 billion L order | Quick read announcement.

① Hongjing Technology will provide intelligent computing project services to Company Y, with a total contract amount of 0.721 billion yuan and a contract period of five years. ② Previously, the two large Orders of around 3.7 billion yuan from Hainan Huatie and Lanyun Technology sparked the market, with Hainan Huatie recently stating that the market demand for computing power is quite strong. ③ There are rumors in the market about a wave of large Orders for computing power from major companies, but Hongjing Technology has not responded directly, and other companies have also not disclosed specific information about customers to reporters.

cls.cnMar 12 21:57

The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 13:49