算力网络龙头_算力网络龙头

Soarperformance!ThedemandforAIcomputingpowersurges,andtherevenueofYuanjieTechnology,theleaderinopticalchips,hasincreasedby3.5timesin4years.Itisestimatedthat...Hexunbringsyouthelatesthighlightsofsecuritiescompaniesforyourreference:YuanjieTechnology:AIThegrowthincomputingpowerdemandhashelpedYuanjieTechnology,theleaderinopticalchips,asaleadingenterpriseinthedomesticopticalchipfield,andthankstothecomputingpowerconstructionpromotedbyAIapplications,thedemandforopticalcommunicationnetworkshasincreasedaccordingly. thecompanisisexpected在高速度chipchipmarket上，以及前视的eploycwlightsourcestoseizetheopportunityoftunityoftunityofencreasingthepenterationrationrationrationrationrationrationrationrationrationrationropticalmodules。 收入...

InstitutionsintensivelyinvestigateComputingpowerConceptstocks!Leadershavebeenontheboardforfourconsecutivedays,andthelistofpopularstockswiththehighestnumberofreceptionsinthepasttwomonths...ComputingpowerConceptstocksareactive,andAnel,whichcross-borderacquisitionofequityofInnovationandTechnology,aserviceprovider,closedfourconsecutiveboardsonFriday,providingcomputingpowerand> 网络transcogroup，whopervidesinfrastructureservices，losswith3boardsin4days。 北京的北京firstrontentententionnovationIntelligEccutingPowerClusterClusterWasofficallySignedReclysignEdry;

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eTfafter-hoursinformation|国内computingpoperistrising，andtechnology-ledeadersareactive！technologyEtf（515000）闭合papagaintthemarket...ruijienetwork，Zhongjixuchuang，InsperAnderAtherledotherledotherledotherledotherledetherleadingtechnologystocksrosestocksroseMorethan2％。 IntermsofpopularETFs,thefirstdomestictechnologyleader,thetechnologyETF(515000),operatedintheredmarketthroughouttheday,withtheon-sitepriceclosingup0.52%,andthetransactionvolumewas112millionyuanthroughouttheday,andthetransactionvolumeremainedhighlyactive!Basedoncomprehensivemarketinformation,Theexplosionofdomesticcomputingpowermaystimulatetheperformanceofleadingtechnologystocksagainstthemarket. 政策...

CITICSecurities:Structuralprosperityofthecommunicationsindustryin2024.HighgrowthinAIcomputingpowerandnetworkCITICSecuritiesCommunicationsIndustry'sperformanceprospectsin2024:Lookingbackon2024,thecommunicationsindustryshowedobviousstructuralprosperitycharacteristics. 操作员和高品质的众所周知continuetogrowsteadely。 theOverSaeComputingPoperationusChainContinuestinueshaveAveAhighProsperity，andthepermanceformanceofpticalModuleleLeaderShasgrownrapidly。 ATTHESAMETIME，THEDOMESTAICOMPUTINGPOPTORCHIANISEXPECTEDTOGRAILALYREALEASEPERANES，andLeadingOrderSinaIdc，Switches，LiquidCoolingCoolingShaveShaveSthaveSthaveSthaveSthaveSthaveSthaveSthaveSthaveStimallycrighted。 领先的interthetofthings...

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TechnologyETFIntradayInformation|ComputingPowersectorleadstherise!RuijieNetworkhitthedailylimitat20CM,TechnologyETF(...December19,asof13:59,thetechnologysectorperformedstrongly,andtheCSITechnologyLeadingIndexrose2.43%,intermsofconstituentstocks,theconceptofcomputingpowerledtheriseinallaspects,RuijieNetworkledtherisein20.0%,InspurInformationhitthedailylimit,andZTEroseby9.32%.IntermsofpopularETFs,thefirstdomestictechnologyleaderpioneer-TechnologyETF(515,000) horestricesRose2.24％，影响连续蛋白质，持续1.1亿Yionuan.kaiyuansecurities...

Cusicsecurities：bytedoubaoexceedsextecting，PayattentionTophentiphestomestocutingPoperateNetworkNetWorkIndustryChainOpportunityCITICSecuritiesResearchReportstatedthattheperformanceoftheDoubaobigmodelexceededexpectations,reflectingthatByteDance'sinvestmentinAIhasformedpositivefeedback,andtheeffectofthedomesticAIindustrycatchingupwithoverseashasbeguntoreflect,anddomesticleadingcompaniesareexpectedtoacceleratetheirinvestmentintheAI​​field. 引用北美地区的北美网络研究inirinvestermentineiforseveralconseconecontequarters.meta'scapitalexpenditureaccountsformorethan20％，whiledomenticinterteintertletlesteinternettlearders'capitalexpendiTureAccoSpentItureAccountSsssssssssssporfarlestthanan1... >>>>>>>>>>>

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Yiyatong:ActivelydeploythesupplychainbusinessoftheAI​​computingpowerindustryandcomputingpowersolutionbusiness,andcomprehensively...Cooperationofleadingcompanies?Thecompanyreplied:Inthecontextofthegrowthofcomputingpowerdemand,thecompanyflexiblyadaptstomarketchangesandactivelyLayoutthesupplychainbusinessofAIcomputingpowerindustryandcomputingpowersolutionbusiness.Itssubsidiary(BeijingZhuoyouYunzhiTechnologyCo.,Ltd.)integratesmulti-functionservicessuchascomputingpowerclustermanagement,resourcescheduling,taskorchestrationandoperationmonitoring,coveringdataCenterconstruction,networksecuritysupport,storagesystem...

CITICSecurities:Thecomputingpowerindustrychainisstillagoodchoiceforassetallocation.Computingpowerchips,servers,andnetworkcommunicationlinksarethelargestsubfieldsofthecomputingpowerindustrychain.ItisestimatedthatchipsandAIserversin2025willhavebothchipsandAIserversin2023comparedto2023. performansimissismissismorethan4times和theopticalmodulehasmorethan2timesPerformanceElasticality。 IntermsofdomeSticsubstitution，Thesecondquarterof2024issxpectedTousHerinaturningPointInchipeconomy，MaypromotapopositiveBusinesscycle。 ItisrecommendedTopayattentionToglobalandDomestoscomputingPoptureChipleDersandChipManuffuctures...

TianguangCo.,Ltd.wasawardedtheincreaseinholdingsofTianfengSecurities,anditsperformancewasinlinewithexpectations.TheleadingICTequipmenthasstrongcompetitivenessandAIcomputingpower/networkproductsareexpectedtousherinrapidgrowth.，AspecensbusinessContinuestoExpand。 Takingintoaccountthecompany'soperatingconditionsin2023andtheimpactoffierceoverallmarketcompetition,weadjustedtheforecastofnetprofitattributabletoshareholdersfrom2024to2025to2.531billionyuan/3.149billionyuan,andthenetprofitattributabletoshareholdersin2026isexpectedtobe3.73billionyuan. theresearchreeportbelievesthatthatthatthatthecompany'sperformanceisinlinewithExpections，andTheleaderofictEquipmentDemnstrondestestrongCompetitionicesandisexpectedTofullySharethertheThereThEteFuture...

Focusonhigh-qualitydevelopment|Wuhu,Anhui:"Computing"welcomesthefuturetobuildaleading"smartcomputingcity"inChinaXinhuanet,Hefei,September18(TangYang,ZhouYumeng)ComputingpoweristhefoundationforfuturetechnologicaldevelopmentandthepeopleofChinaAnimportantinfrastructureforeconomicdevelopment. Inrecentyears,WuhuCity,AnhuiProvincehasseizedtheopportunity,focusedonpromotingtheconstructionofWuhudatacenterclusters,madeeveryefforttobuildanationalhubnodeforintegratedcomputingpowernetworks,andacceleratedthecreationofaleading"smartcomputingcity"inChina. 领导者prisesmakemovestopomotetheagglomerationandandDevelopmentofthecomputingPoperationIndustrychain...