Search
According to a research report by China Galaxy Securities, the computer industry has shown signs of recovery, with AI computing power driving this structural rebound. The report anticipates that earnings will reach their nadir in 2024, followed by a modest recovery in the first quarter of 2025. This forecast is underpinned by enterprises' effective cost control measures, the cost reduction and efficiency enhancements enabled by AI, and the gradual resurgence of demand amidst ongoing trade frictions. Furthermore, industries with high demand boast robust order books, while the issuance of special treasury bonds and the advancement of local debt resolution are expected to bolster corporate cash flows, leading to a gradual release of profits in 2025.
-
C114 Communication Network -
Communication Home
