12月23日，中国移动长三角（苏州）汾湖智算中心项目一阶段5号机房楼主体结构封顶。 该中心投产后，将面向政府、金融、制造及科技等行业，提供数据存储、容灾备份、视觉计算及AI训练推理等解决方案，旨在带动智能硬件、芯片模 组及算力平台等产业链生态，服务国家"东数西算"战略布局。 该中心投产后，将面向政府、金融、制造及科技等行业，提供数据存储、容灾备份、视觉计算及AI训练推理等解决方案，旨在带动智能硬件、芯片模 组及算力平台等产业链生态，服务国家"东数西算"战略布局。 12月23日，中国移动长三角（苏州）汾湖智算中心项目一阶段5号机房楼主体结构封顶。 据了解，该项目位于苏州市吴江区黎里镇，总规划用地约205亩，总投资60亿元，规划建设机架9990个，投运后总算力可达1.5万PFLOPS，。本次封顶 的5号机房楼属于项目一阶段工程，单体建筑面积为2.2万平方米，规划部署智算机架1850个。按照建设进度，一阶段工程计划于2026年6月底全部完 工，同时二阶段工程也已纳入启动规划。 据了解，该项目位于苏州市吴江区黎里镇，总规划用地约205亩，总投资60亿元，规划建设机架9990个，投运后总算力可达1.5万PFLOPS，。 ...

Snowflake Inc. (NYSE:SNOW) is one of the Buzzing AI Stocks on Wall Street. On December 1, DA Davidson raised its price target on the stock to $300 from $275 while maintaining a “Buy” rating. The firm is optimistic on the stock ahead of its third-quarter earnings report, citing Salesforce as one of the best stories in Software. According to the firm, conversations with The Den as well as DaVinci Developer Data indicate that Snowflake is witnessing strength across its product portfolio. Snowflake's upcomi ...

Investment Rating - The report maintains a "Strong Buy" rating for the company, expecting it to outperform the benchmark index by over 20% in the next six months [2][23]. Core Insights - The company reported a significant revenue increase in Q3 2025, achieving 3.387 billion yuan, representing a year-over-year growth of 86.43% and a quarter-over-quarter growth of 18.14%. The net profit attributable to shareholders was 266 million yuan, with a year-over-year increase of 33.44% [2][4]. - The company's strategic focus on a "three-in-one" model of computing power base, cloud services, and smart terminals is expected to drive future growth, supported by a robust order backlog in the intelligent computing power business [2][8]. Financial Performance Summary - For 2025, the company is projected to achieve total revenue of 11.09 billion yuan, with a year-over-year growth rate of 49.7%. The net profit attributable to shareholders is expected to reach 1.138 billion yuan, reflecting a growth rate of 64.5% [4][9]. - The earnings per share (EPS) is forecasted to increase from 2.00 yuan in 2024 to 3.29 yuan in 2025, with a price-to-earnings (P/E) ratio decreasing from 85 in 2024 to 52 in 2025 [4][9]. Business Segments Overview - The intelligent computing power products and services segment generated 1.221 billion yuan in revenue in H1 2025, with a gross margin of 20.60%. The company is enhancing its R&D efforts to improve its computing service platform [8][9]. - The server and peripheral remanufacturing business saw revenue of 835 million yuan in H1 2025, with a year-over-year growth of 119.49%. The company has developed core capabilities in automated chip disassembly, leading to improved production efficiency and product quality [8][9]. Market Position and Valuation - The target price for the company's stock is set at 212.68 yuan, with the current price at 169.41 yuan, indicating a potential upside [4][5]. - The company has a total market capitalization of 58.636 billion yuan, with a circulating market value of 58.468 billion yuan [5].

Company Performance - TD SYNNEX reported quarterly earnings of $3.58 per share, exceeding the Zacks Consensus Estimate of $3.02 per share, and up from $2.86 per share a year ago, representing an earnings surprise of +18.54% [1] - The company posted revenues of $15.65 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 3.41%, compared to revenues of $14.68 billion in the same quarter last year [2] - Over the last four quarters, TD SYNNEX has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Outlook - TD SYNNEX shares have increased approximately 28.2% since the beginning of the year, outperforming the S&P 500's gain of 12.9% [3] - The current consensus EPS estimate for the upcoming quarter is $3.32 on revenues of $16.09 billion, and for the current fiscal year, it is $12.13 on revenues of $60.7 billion [7] - The estimate revisions trend for TD SYNNEX was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Electronics - Miscellaneous Products industry, to which TD SYNNEX belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1 - The core viewpoint of the article highlights the significant decline in the stock price of Weishi Jiajie (00856), which dropped by 5.08% to HKD 9.72 per share, with a trading volume of HKD 37.91 million [1] - Weishi Jiajie is a key technology product channel developer and integrated service provider in the Asia-Pacific region, boasting the highest industry growth rate with an average annual growth rate of 26% [1] - The company operates in multiple sectors including cloud computing, big data, artificial intelligence, data storage, and data analysis, and has a network of 50,000 channel partners serving a population of 1.9 billion [1] Group 2 - In the third-party cloud management service market in China, Weishi Jiajie ranks fifth, indicating its competitive position in the cloud computing sector [1] - The company's total revenue for 2022 reached HKD 77.3 billion, and as of the 2024 annual report, the total revenue is projected to be HKD 82.497 billion with a net profit of HKD 0.974 billion [1] - Weishi Jiajie is set to disclose its mid-year report for the fiscal year 2025 on August 21 [1]

Group 1 - Flex reported quarterly earnings of $0.72 per share, exceeding the Zacks Consensus Estimate of $0.63 per share, and up from $0.51 per share a year ago, representing an earnings surprise of +14.29% [1] - The company achieved revenues of $6.58 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.22%, and an increase from $6.31 billion year-over-year [2] - Flex has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Group 2 - Flex shares have increased approximately 40.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4][6] - The current consensus EPS estimate for the next quarter is $0.73 on revenues of $6.5 billion, and for the current fiscal year, it is $2.91 on revenues of $26 billion [7] Group 3 - The Zacks Industry Rank places Electronics - Miscellaneous Products in the top 29% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]