Direct coverage of the Star medical instruments industry collective Earnings Conference: Multiple companies are laying out AI medical Business, and key segments in innovation fields may accelerate the development of domestic production.

① Attending companies believe that tariff policies will bring some cost pressures and market challenges to enterprises, but at the same time, it has accelerated the localization process in relevant fields; ② Some attending companies disclosed the latest developments in their Business during the earnings briefing and the planning for related lines by 2025.

cls.cnApr 26 01:45 ET

ZTE: Revenue in the first quarter of 2025 increased against the trend, but the decline in gross margin has raised market concerns.

In the first quarter of 2025, ZTE's revenue grew against the trend, but the decline in gross margin raised concerns. Key points: Revenue growth is strong: In the first quarter, revenue reached 32.968 billion yuan, a year-on-year increase of 7.82%, indicating that the company's main Business maintains steady growth. Profitability is under pressure: Net income attributable to shareholders is 2.453 billion yuan, a decrease of 10.50% year-on-year; deducting non-recurring items, the net income is 1.957 billion yuan, a significant drop of 26.14% year-on-year. The decline in gross margin is noticeable: The growth rate of cost of goods sold far exceeds the revenue growth rate, with cost of goods sold increasing by 22.13% year-on-year, while revenue only grew by 7.82%. The cash flow situation has worsened: cash from operating activities.

wallstreetcnApr 22 06:41 ET

Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.

From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.

wallstreetcnApr 10 18:10 ET

The National Film Administration has stated that it will moderately reduce the import quantity of USA films, causing related US stocks to plummet.

① The National Film Bureau responded today to the USA's increased tariffs on China, stating that it will moderately reduce the number of American films imported. ② According to reporters from Caixin, cinema sources have indicated that there has been no notification of Hollywood films such as 'Thunder Force' being withdrawn from release. ③ Over the past three years, domestic films have dominated the annual box office.

cls.cnApr 10 10:41 ET

Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.

At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.

cls.cnMar 31 20:46 ET

After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.

① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.

cls.cnMar 25 00:13 ET