Guojin Securities
PulseAugur coverage of Guojin Securities — every cluster mentioning Guojin Securities across labs, papers, and developer communities, ranked by signal.
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AI optical modules and NV-CoWoS to drive mSAP-PCB expansion, says Guojin Securities
Guojin Securities research indicates that AI optical modules and NV-CoWoS packaging are expected to drive significant expansion in mSAP-PCB production. The report highlights that mSAP technology, suitable for high-preci…
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Anker Innovations added to Hong Kong Stock Connect programs
Anker Innovations announced that its shares listed on the Hong Kong Stock Exchange will be included in the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect programs starting July 27, 2026. This incl…
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AI boosts beauty industry efficiency, Guojin Securities report finds · 1 source tracked
Guojin Securities has released a report indicating that the beauty industry is shifting towards refined operations within a mature market. While the 618 shopping festival saw a slight decrease in scale, it featured stru…
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Guojin Securities predicts strong July for lithium battery sector
Guojin Securities anticipates a strong performance for the lithium battery sector as the peak season approaches in July. The firm believes the entire lithium battery industry chain is entering a new cycle of recovery, w…
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Guojin Securities favors SOFCs for AI data centers, notes bond surge
Guojin Securities is optimistic about the development prospects of the Solid Oxide Fuel Cell (SOFC) industry, particularly its role in powering AI data centers. The firm sees SOFCs entering a scaling-up phase and identi…
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Guojin Securities: Energy security boosts coal and electricity asset value
A recent report from Guojin Securities highlights the increasing value of coal and electricity assets due to energy security concerns. The report notes rising coal prices and potential electricity price increases, sugge…
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Mizuho Securities boosts chipmaker targets on AI demand spillover
Mizuho Securities has significantly raised target prices for Micron Technology, STMicroelectronics, and Texas Instruments, citing the spillover effects of AI infrastructure development. The firm believes that the strong…
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China's stock market financing balance rises, analysts eye AI and healthcare
Multiple reports from 36Kr detail daily increases in China's stock market financing balance, with total balances exceeding 2.8 trillion yuan in early May. Analyst reports from firms like CICC, Guojin Securities, and CIT…
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China's AI platforms warned over content; Anthropic blocks company, keeps charging
China's Ministry of Industry and Information Technology (MIIT) has summoned several AI platforms, including Jianying, Maoxiong, and Jimeng, for violating regulations on AI-generated content labeling. Separately, a repor…
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AI growth drives demand for CPO technology, benefiting supply chain companies.
Guojin Securities reports that the expansion of AI training clusters and the increasing computational demands of inference are driving significant growth in the need for computing power and network infrastructure. The f…