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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Thematic Investment and Megatrend - Riding the AI Wave into the Next Phase
Hypercalers, AI related chip providers and supply chain channel all confirmed demands remain strong, with visibility into 2024.
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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%...
238 Views
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...
1.5k Views
CTS Global Digital Asset and Blockchain Equities Weekly (1/9)
ABCDE Sector Weekly provides market-moving insights and news: Riot 2Q21; PBoC crypto; Binance US IPO; Upbit; USDC; Cardano upgrade Alonzo; Square DEX
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