China Galaxy Securities: Demand and policy drive exponential growth of the Token index, with significant benefits from coordinated development across the industrial chain.

With the increasing demand for inference, the consumption of Tokens is expected to grow significantly, driving further acceleration across the industrial chain. This growth is primarily reflected in four key areas: AIDC, operators, fiber optic cables, and optical modules.

Zhitong FinanceMay 7 14:50

Stocks Surge in A-share Market as NVIDIA Collaborates with Corning; CPO Concept Stocks Soar, Multiple Stocks Locked at Daily Limit

Gelonghui, May 7th | The CPO concept stocks in the A-share market collectively strengthened. As of midday closing,炬光科技 (Juguang Technology) surged by 20%, 蘅东光 (Hengdong Optics) rose over 14%, 泰晶科技 (Taiking Technology) and 瑞斯康达 (Raisecom) both hit the 10% price limit. 长芯博创 (Changxin Bochuang) increased by more than 9%, 汇绿生态 (Huilv Ecology) and 光迅科技 (Accelink Technologies) climbed over 8%. 英唐智控 (Yitang Intelligent Control), 华懋科技 (Huamao Technology), 景旺电子 (Jingwang Electronics), and 永鼎股份 (Yongding Co., Ltd.) gained over 7%. 广立微 (Guangli Micro), 仕佳光子 (Shijia Photonics), 太辰光 (Taichen Optics), and 新易盛 (Neweasy Tech) grew over 6%. 罗博特科 (RoboTech), 华工科技 (Huagong Technology), 天通股份 (Tiantong Co., Ltd.), 中贝通信 (China Bester Communication), 德科立 (Dekoli), and 光库科技 (LightComm Technology) all rose over 5%. In terms of news, NVIDIA, the global AI computing power giant, announced a long-term cooperation agreement with Corning, the leading company in optical communication materials.

Gelonghui FinanceMay 7 11:37

Opensource Securities: Domestic AI chain performance exceeds expectations across the board, verifying high prosperity levels throughout the entire industry chain.

On May 4, DouBao, an AI application under ByteDance, issued a new paid version service statement in the App Store. It will introduce three tiers of value-added services based on the free version: Standard Edition (68 RMB/month for continuous subscription, 688 RMB/year for annual subscription), Enhanced Edition (200 RMB/month for continuous subscription, 2,048 RMB/year for annual subscription), and Professional Edition (500 RMB/month for continuous subscription, 5,088 RMB/year for annual subscription).

Zhitong FinanceMay 7 10:30

Express News | The CPO concept has repeatedly gained strength, with ShiJia Optoelectronics surging over 15% to reach a record high.

BreakingsMay 6 10:21

Huagong Technology (000988.SZ): The company established production capacity for silicon photonics PIC, VCSEL, and CW lasers one year ago.

On April 30, according to the Gelonghui platform, Huagong Technology (000988.SZ) stated on an investor interaction platform that in terms of optical devices, the company had established production capacity for silicon photonics PIC, VCSEL, and CW lasers a year ago. The current supply of optical chips can fully meet the demand of existing orders as well as future growth requirements.

Gelonghui FinanceApr 30 20:06

Express News | Huagong Technology: Completed the construction of flexible film technology and production line, applicable to tactile sensors for embodied intelligence dexterous hands.

BreakingsApr 30 18:32