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Express News | Twelve individual stocks received net purchases of more than 100 million yuan from Northbound Capital yesterday, and Kweichow Moutai made a net purchase of 420 million yuan
Express News | Northbound Capital had a sharp net sale of 5.285 billion yuan today. China CITIC Bank, Zhongji Xuchuang, and Agricultural Bank received net sales of 376 million yuan, 209 million yuan, and 188 million yuan respectively. Kweichow Moutai had the highest net
AI-weighted stocks generally fell, with IFF falling more than 5%, Kunlun World Wide falling more than 4%, and many stocks such as Zhongji Xuchuang, Wanxing Technology, and Cambrian falling more than 3%.
AI-weighted stocks generally fell, with IFF falling more than 5%, Kunlun World Wide falling more than 4%, and many stocks such as Zhongji Xuchuang, Wanxing Technology, and Cambrian falling more than 3%.
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
Zhongji Xuchuang (300308.SZ): The company's Thai plant has reached mass production conditions in 2022 and has achieved full mass production
Gelonghui, April 14 | Zhongji Xuchuang (300308.SZ) said on the investor interactive platform that the company's Thai factory has reached mass production conditions in 2022 and has achieved full mass production.
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