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Open-source Securities granted Shuguang Shuchuang an "Outperform" rating, benefiting from large-scale deployment of scaleX640 super nodes, with 2025 revenue expected to increase 74.29% year-over-year.
Everyday Economic News AI Express, Open Source Securities released a research report on March 24th, giving Dawn Data (920808.SH) a “Buy” rating. The main reasons for the rating include: 1) ScaleX640 super node deployment on a large scale, with immersed liquid cooling infrastructure products increasing by 370.58% year-over-year; 2) High-voltage direct current power supply systems have high technical thresholds and are synergistic with the company’s liquid cooling technology. Risk warnings: risk of declining gross profit margin, difficulty in acquiring new customers, and fluctuations in raw material prices.
Everyday Headlines (nbdtoutiao)—“48-Hour Ultimatum” deadline approaching, Trump softens tone: Very interested in reaching an agreement with Iran! Major rebound in European and American stock markets, what about the A-shares? A historical review is coming →
(Reporter Zeng Jianhui)
Disclaimer: The content and data of this article are for reference only and do not constitute investment advice. Please verify before use. Operate at your own risk.
Daily Economic News