AI computing power has enormous future growth potential, with institutional funds significantly increasing positions in four oversold AI computing power concept stocks.

Gelonghui, November 15 — The 2025 World Computing Conference will be held in Changsha, Hunan, from November 20 to 21. Themed “Computing Everything, Embracing the Future in Hunan — Intelligence-Driven New Quality Productivity,” the conference has planned 12 thematic activities, including the opening ceremony and keynote report, special sessions, industry empowerment events, and innovation achievement exhibitions. How much growth potential does future AI computing power hold? According to the "Report on the Development and Assessment of China’s Artificial Intelligence Computing Power," China's intelligent computing power scale reached 725.3 EFLOPS in 2024, with an expected five-year compound annual growth rate for the 2023–2028 period.

Gelonghui FinanceNov 15 13:15

Central China Securities: North American cloud providers continue to increase capital expenditures, with silicon photonics driving the scaled expansion of AI networks.

The development of AI is driving the construction of large data centers, fueling a continuous and steady increase in demand for optical component products.

Zhitong FinanceNov 14 14:01

All CPO-related stocks in the A-share market plummeted, with ShiJia Optoelectronics falling by more than 5%.

Gelonghui, November 14th | CPO concept stocks in the A-share market plummeted across the board. Among them, Huamao Technology fell by more than 6%, Dekeli and Shiji Photonics dropped over 5%, while Cambridge Technology, Zhongji Xuchuang, Zhongfu Circuit, Kechuan Technology, and Huilv Ecology fell more than 4%. Changxin Bochuang, Guangku Technology, Tianfu Communication, Jingwang Electronics, Robotic, Xinyisheng, and Julight Technology declined over 3%.

Gelonghui FinanceNov 14 09:40

Eoptolink: The company has sufficient orders on hand, and its production capacity is currently in the process of continuous release.

Gelonghui, November 14th | New Easy Shine stated on the interactive platform that the company has sufficient orders in hand. The quarter-on-quarter fluctuation in revenue in the third quarter was mainly due to changes in the shipping节奏 of certain products at specific stages. Currently, production capacity is in the process of continuous release.

Gelonghui FinanceNov 14 09:12

Express News | 2:00 PM Quick Comment: Accelerated rotation of market hotspots with capital flowing into defensive sectors such as healthcare and consumer goods.

BreakingsNov 12 14:04

CSC Financial: Very optimistic about AI-driven demand for computing power and applications; focus particularly on dilution refrigerators, cryogenic coaxial cables, and related components.

The traditional communications industry chain has been affected by the reduction in capital expenditures by telecom operators, leading to subdued market expectations. However, the development of key 6G technologies has already commenced, compounded by operators' increased investment in AI, making it a noteworthy trend.

Zhitong FinanceNov 11 10:52