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04/09/2025
Swedish Statistics Bureau: Sweden's CPIF preliminary value in August rose by 3.3% year-on-year, slightly higher than the Reuters survey expectation of 3.2%.
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3 m ago
G42 raised 100 million dollars through the issuance of PRESIGHT shares.
3 m ago
Shen Hao Technology and others have established Zhiwei Technology Company in Guangdong with a registered capital of 20 million yuan.
4 m ago
Minsheng Securities: Maintain a "recommended" rating for Changfei Optics, telecommunications market demand slowing down, main business improving quality and efficiency.
4 m ago
Minsheng Securities research report pointed out that Changfei Optical Fiber achieved a net profit attributable to the mother of 2.96 billion yuan in the first half of 2025, a year-on-year decrease of 21.71%. Short-term performance is under pressure and attention should be paid to the application of new types of optical fiber products. The slowdown in telecommunications market demand will improve the quality and efficiency of the main business. The company is seizing market structural opportunities and vigorously expanding the widespread application of new types of optical fiber products. According to information released by the four major North American cloud service providers Microsoft, Google, META, and Amazon, their total capital expenditure in the second quarter of 2025 is expected to be approximately 95.8 billion US dollars, a year-on-year increase of about 64%, with a positive outlook for full-year demand. The continued construction of domestic and foreign data centers will drive steady growth in demand for the company's related products. With the steady development of various businesses, the company is expected to benefit significantly from the evolution of data center demand. It is estimated that the net profit attributable to the mother of the company in the years 2025-2027 will be 9.82/10.38/11.06 billion yuan respectively, with corresponding PE multiples of 70x/66x/62x. The "recommended" rating is maintained.
4 m ago
Salesforce's pre-market stock price dropped by 6.2% as the company previously forecasted lower-than-expected revenue for the third quarter.
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