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中文(ZH) A股三大指数集体收涨,光模块概念大涨

STMicroelectronics raises AI infra target; Doubao launches paid service

STMicroelectronics has raised its revenue target for its data center business to approximately $1 billion by 2026, citing robust demand for AI infrastructure and successful capacity expansion. Separately, Doubao is set to launch its paid services in late June and is integrating with Douyin e-commerce. Additionally, SK Hynix experienced a fire at one of its factories, and UBTECH Robotics has passed its IPO review, potentially valuing its founder at over 14 billion yuan. AI

IMPACT Signals continued strong demand for AI infrastructure, potentially impacting component suppliers and cloud providers.

RANK_REASON Company raises financial targets based on AI infrastructure demand. [lever_c_demoted from significant: ic=1 ai=0.7]

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    A-share three major indices collectively rose, optical module concept surged

    36氪获悉,A股三大指数集体收涨,沪指涨0.43%,深成指涨1.63%,创业板指涨2.66%;光模块概念大涨,东山精密涨停,联讯仪器、源杰科技、光库科技涨超10%,新易盛涨超9%;培育钻石概念最强,惠丰钻石30%涨停,四方达涨超6%;文化传媒、发电设备板块跌幅居前,粤传媒、元隆雅图跌停,明阳智能、东方电气跌超6%;个股跌多涨少,全市场近3900股飘绿。