Lates News

CICC Research Report stated that China Mobile's "Super Wan Card Domestic Intelligent Computing Center Project" and "Yangtze River Delta Intelligent Computing Center Project", as well as China Unicom's "Wujiang Computing Power Center Project" have each received record filings with total investments exceeding 141 billion yuan. On April 24th, Google released its 2025 Q1 financial report, with capital expenditures of 17.2 billion US dollars, a year-on-year increase of 43%, and maintained its annual capital expenditure guidance of 75 billion US dollars. The company stated that the user base of Google's AI tools has significantly increased. In addition, recently listed companies have disclosed their 2024 annual reports and 2025 Q1 reports, and based on the financial report information disclosed so far, companies in the AI computing power industry have shown good performance, confirming that the industry remains in a high prosperous state. It is recommended to continue to focus on targets with high growth rates and low valuations.