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IDC: In the second half of 2024, the overall market size of public services in China is expected to reach 24.11 billion USD, with a clear trend of market recovery.
In the second half of 2024, the overall market size of public Cloud Computing Service in China (IaaS/PaaS/SaaS) will be 24.11 billion dollars.
UBS Group maintains the Buy rating on CHINA TELECOM and lowers the Target Price to 6.6 Hong Kong dollars.
UBS Group released a Research Report stating that CHINA TELECOM (00728) saw its service revenue increase by 0.3% year-on-year to 12.47 billion yuan in the first quarter of this year, falling short of market expectations by 4%. This was mainly due to macro headwinds causing a slowdown in Business performance, and management had previously indicated a selective approach to controlling the profitability of Business projects. UBS Group has lowered its forecast for CHINA TELECOM's service revenue and Net income for this year to 2027 by 2% to 8%, reflecting the slowdown in Business growth and the acceleration in depreciation. The Target Price has been adjusted down from HKD 6.8 to HKD 6.6, maintaining a "Buy" rating. The bank mentioned that following the release of quarterly industry revenue data by the Ministry of Industry and Information Technology on the 22nd of this month,
UBS Group: Maintains CHINA TELECOM (00728) 'Buy' rating and lowers the Target Price to 6.6 Hong Kong dollars.
CHINA TELECOM's quarterly service revenue growth lags behind CHINA MOBILE and China United Network Communications, with a Net income growth of 3.5%, which is roughly consistent with CHINA MOBILE but behind China United Network Communications' 5.6%.
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...
Analysis of Zhitong Hong Kong Stock Connect Holdings | April 28.
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Buy n Die Together❤ :
Hamza Khan226 : nice