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Zheshang: The low point of the annual performance of telecom operators has passed, and the growth of AI computing power is accelerating.
With the elimination of one-time disturbances, gradual consolidation of demand recovery, and the demand driven by AI being gradually realized, the growth rate of the Operation Industry in the first quarter may be the lowest point of the year, with an expectation of showing a "low at the front and high at the back" trend for the entire year.
[Brokerage Focus] China Securities Co.,Ltd.: The AI computing power Industry maintains a high prosperity state. Pay attention to symbols with high growth and low valuations.
Gold News | China Securities Co., Ltd. issued a Research Report stating that recently, CHINA MOBILE's "over 10,000-card domestically produced intelligent computing center project" and "CNI Yangtze Index intelligent computing center project," and China United Network Communications' "Wujiang Computing Power Center project" have received approvals, with a total investment of over 14.1 billion yuan. On April 24, Google released its 2025 Q1 Earnings Reports, with a capital expenditure of 17.2 billion dollars for Q1 2025, a year-on-year increase of 43%, and maintained its annual guidance of 75 billion dollars in capital expenditure. The company noted a significant growth in the number of users of Google AI tools. In addition, recently listed companies have been intensively disclosing their 2024 earnings reports and 2025 Q1 earnings reports, from which it has already...
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Major rating丨Citi: CHINA MOBILE's overall performance in the first quarter slightly exceeded expectations, Target Price 82.3 Hong Kong dollars.
Citigroup released a Research Report stating that CHINA MOBILE's revenue for the first quarter of the fiscal year 2025 meets market expectations; EBITDA grew by 3.5% year-on-year, exceeding market expectations by 4%; Net income increased by 3% year-on-year, 6% higher than market expectations. Benefiting from effective control of operating costs, the overall performance in the first quarter also slightly exceeded expectations. Citigroup believes that, in the context of increased market volatility, Chinese telecom stocks generally possess attractive defensive investment value. The firm sets the Target Price for CHINA MOBILE at HKD 82.3, rating it as "Buy."
Hong Kong stocks movement | CHINA MOBILE (00941) fell over 2% after earnings, the company's main Business revenue growth rate slowed in the first quarter.
CHINA MOBILE (00941) fell over 2% after earnings, as of the time of writing, down 2.41%, priced at 80.9 Hong Kong dollars, with a transaction volume of 2.249 billion Hong Kong dollars.
Buy n Die Together❤ :
Hamza Khan226 : nice