Lates News

date
03/04/2026
According to Every AI Fast News, Dongwu Securities released a research report on April 3, giving a "buy" rating to Hesheng New Materials (002290.SZ). The reasons for the rating mainly include: 1) steady growth in traditional core business, providing support for the transformation of computing power; 2) change in control of Hesheng, binding Yizhi Electronics' layout AICPU, making computing power business the second growth curve; 3) under the trend of prosperous development of "lobster" and other agent businesses, AICPU is expected to become the core computing power base of the agent era; 4) Intel, AMDCPU shortage leads to price increase, domestic CPU is expected to see a rise in quantity and price at the same time. (Daily Economic News)