Per Editor: Peng Shuiping
On the morning of March 23, the communication equipment industry changes pulled up, the stock set off a rising tide, as of the noon close, Oriental Communications, Huiyuan Communications and other 4 stocks up and down, Xintian Technology, New Yisheng, Fiberhome Communications, Dafu Technology and other stocks have followed suit.
On the news side, ZTE, an industry leader with a market value of more than 100 billion yuan, was urgently suspended this morning, which was related to the progress of the march 14 hearing on the suspension of the sentence held by the US court. On the morning of March 23, the Shenzhen Stock Exchange announced that ZTE intends to disclose major matters, and the company's shares will be temporarily suspended from the opening of the market on March 23, 2022, and will resume trading after the company discloses the relevant announcements through designated media.
Subsequently, ZTE, which was temporarily suspended since the opening of the market, issued an announcement that the suspension was pending the publication of an inside information announcement about the progress of the hearing on the suspension of the sentence held in the US court on March 14, 2022 (US time).
ZTE also issued a suspension announcement on the Hong Kong Stock Exchange, and the trading of H-shares was suspended from the opening of the market.
According to Guotai Junan Securities Research Report, the global data center industry chain will be booming in 2022. With the shortage of switch chips on servers expected to ease in 2022, major cloud service providers enter a period of expansion. Top 10 cloud service providers plan to launch new data centers in more than 30 regions in 2022 and increase investment in new server architectures and network upgrades, and capital expenditures for large cloud data centers are expected to grow by 30% year-on-year in 2022, with Capex of Top4 cloud service providers (Meta, Amazon, Googie and Microsoft) data centers or more than $20 billion.
In China, the just-launched "East Counting West Counting" project is also expected to enable the IDC industry to meet the opportunity. Guotai Junan Securities pointed out that the data center industry chain is long, the scale of investment is large, and the driving effect is strong, which will boost IT equipment manufacturing, green energy supply, information and communication, basic software and other industries in the future.
Source: Daily Economic News Comprehensive Public Information