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CPO and computing power concept stocks fluctuated and rallied. Xinyisheng rose more than 12%, Aofei Data rose nearly 10%, and Zhongji Xuchuang, Guangxun Technology, IFF, and Cambrian had the highest gains.
CPO and computing power concept stocks fluctuated and rallied. Xinyisheng rose more than 12%, Aofei Data rose nearly 10%, and Zhongji Xuchuang, Guangxun Technology, IFF, and Cambrian had the highest gains.
The A-share CPO concept fluctuated and declined, and Tianfu Communications fell more than 6%
Glonghui, April 19 | Tianfu Communications and Guangxun Technology fell more than 6%, Zhongji Xuchuang and Dongtian fell slightly by more than 5%, and Fenghuo Communications, Huagong Technology, and Ziguang Co., Ltd. followed suit.
The big three CPO companies bucked the trend. Tianfu Communications rose more than 4%, Zhongji Xuchuang and Xinyisheng quickly became popular, and Huagong Technology and Guangxun Technology rallied slightly.
The big three CPO companies bucked the trend. Tianfu Communications rose more than 4%, Zhongji Xuchuang and Xinyisheng quickly became popular, and Huagong Technology and Guangxun Technology rallied slightly.
Guoxin Securities: AI changes computing power cluster network architecture, and the optical interconnection market is expected to maintain a high boom
Guoxin Securities released a research report saying that AI is changing the computing power cluster network architecture. On the one hand, the scale of the single training cluster continues to expand, and the proportional relationship between connectivity requirements and acceleration units is expected to further increase; on the other hand, distributed computing power clusters are expected to promote 10-20 km of DCI interconnection requirements and accelerate the “related decline.” Taken together, Marvell believes that the growth elasticity of demand for optical connectivity is expected to surpass acceleration units, and that the optical connectivity market is expected to maintain a high boom. Continue to recommend optical devices and optical modules, focusing on Zhongji Xuchuang (300308.SZ), Tianfu Communications (300394.SZ), and Xinyisheng
The 6G concept dived in early trading. Sega Technology and Hytera previously fell to a standstill, Tongyu Communications fell more than 6%, and many stocks such as Huali Chuangtong and Guangxun Technology fell.
The 6G concept dived in early trading. Sega Technology and Hytera previously fell to a standstill, Tongyu Communications fell more than 6%, and many stocks such as Huali Chuangtong and Guangxun Technology fell.
League of Nations Securities: Quantum information technology is expected to drive the industrial chain and improve industry performance
Quantum information has entered the early stages of rapid development. Computational capabilities are superior to traditional calculation models. It can empower chemistry, finance, artificial intelligence, transportation, aviation, meteorology, etc., and there is broad room for growth.
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