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U.S. stocks closed: the S&P 500 Index has risen for six consecutive days as investors anticipate Trump to adjust the tariff policy.
① Amazon was forced to terminate the plan to display the impact of tariffs on commodity pages; ② China Concept Stocks fluctuated, and the Nasdaq China Golden Dragon Index fell by 0.3%; ③ Meta released an independent AI application aiming to create a personalized Asia Vets assistant; ④ Starbucks reported a Q2 revenue of 8.8 billion dollars, below market expectations.
Inspur Electronic Information Industry: Q1 revenue surged by 165% to 46.86 billion yuan, with a dramatic increase in demand for AI servers.
Inspur Electronic Information's Q1 revenue surged by 165% to 46.86 billion yuan, driven by a spike in demand for AI servers and a strong expansion of business scale. Key summary points: Financial highlights: First quarter revenue of 46.86 billion yuan, a year-on-year increase of 165.31%; Net income attributable to shareholders of 0.463 billion yuan, a year-on-year increase of 52.78%; Net income excluding non-recurring items of 0.427 billion yuan, a year-on-year increase of 80.76%. Cash flow improvement: Cash flow from operating activities (CFO) was 5.8 billion yuan, reversing from negative to positive compared to the same period last year, with an increase of 265.48%. Business drivers: Significant growth in server sales, strong customer demand, with server business becoming the core growth driver.
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U.S. stocks closed mixed: the three major Indexes showed different trends as investors focused on Technology stock Earnings Reports.
① Most China Concept Stocks rose, with the Nasdaq China Golden Dragon Index up 0.68%; ② IBM announced a 150 billion dollar investment plan; ③ Sony Group is reportedly considering splitting its Semiconductors business; ④ NXP Semiconductors Q1 revenue was 2.84 billion dollars, higher than market expectations.
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