Lates News

Every news AI newsflash, Guotai Junan Securities released a research report on August 13, giving Industrial Fulian (601138.SH) a buy rating. The main reasons for the rating include: 1) The mass production of the GB200 series is ramping up, with continuous improvement in yield, injecting momentum into the company's revenue growth; 2) Revenue growth from precision components is stable, and rapid volume of 800G high-speed switches; 3) North American cloud vendors significantly increase capital expenditure to support the demand for AI computing power, and ASIC is expected to open up new growth space. (Securities Daily News)