Innolight (300308 CH) – Expect Higher Contribution from AI Revenue in 3Q
Our current view on the stock is becoming increasingly favourable, driven by: 1) continuous strong momentum observed in building up AI...
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Hardware – Investors Expect Spectacular Results in the AI Infrastructure Arms Race
Optical transceiver manufacturers are in the spotlight this year. As key beneficiaries of Generative AI enthusiasm, Innolight/Eoptolink grew 354.6%...
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Internet– AWS Summit GCR 2022: Unveiled Four Strategic Initiatives in China Market
Amazon hosted (13-14 Oct) AWS Summit GCR 2022, during which announced it will enhance cloud business deployment in China market.
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Morning News Summary: BoE Hikes, ECB Continues QE — Stocks Like It
Morning News SummaryBoE Hikes, ECB Continues QE — Stocks Like It Equity markets traded mixed on Thursday after three major central banks pulled...
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Retail Sector: The Response Post GST Changes
Retail Sector The response post GST changes As of 1 December 2019, the threshold at which GST is payable on imported goods was reduced to NZ$0....
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