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CPO concept stocks rallied, Cambridge Technology hit a standstill
Gelonghui, March 20, 丨 Cambridge Technology hit a standstill. Zhongji Xuchuang and Liante Technology rose 6%, and Xinyisheng and Hengtong Optoelectronics rose more than 4%. According to market research agency Yole Intelligence, the revenue generated by the CPO market is expected to reach 2.2 billion US dollars by 2032, and the compound annual growth rate for the period 2020 to 2032 is expected to reach 65%.
Guolian Securities: High-end domestic optical modules will be showcased intensively at OFC2023, and it is recommended to focus on Zhongji Xuchuang (300308.SZ), etc.
The Zhitong Finance App learned that Guolian Securities released a research report saying that judging from the participation of domestic optical module products in the exhibition, domestic companies actively deployed high-end products such as 1.6T, 800G, and 400G ZR with remarkable results. The introduction of 200G-related optoelectronic chip products has further increased the competitiveness of 1.6T pluggable optical modules. At the same time, domestic enterprises are actively adopting new technology and devices, and are beginning to lead the direction of the industry in terms of low cost and low power consumption. Recommended: Product-leading Zhongji Xuchuang (300308.SZ), Xinyisheng (300502.SZ), Liante Technology (301205.SZ)
CPO concept stocks fell, Tianfu Communications fell more than 6%
Gelonghui, March 3, 丨 Tianfu Communications fell more than 6%, while Liante Technology, Ziguang Co., Ltd., Zhongji Xuchuang, and Ruijie Network followed suit.
A-share CPO concept stocks strengthened at the beginning of the market. Ruijie Network rose more than 9%, while Xinyi Sheng, Zhongji Xuchuang, Ziguang, and Liante Technology followed suit.
CPO concept stocks continue to rise Tianfu Communications rose more than 8%
A-share CPO concept stocks fell collectively, with Tongyu Communications falling more than 9%, while Ruijie Network, Guangxun Technology, Liante Technology, Xinyisheng, and Bochuang Technology followed suit.
Sector changes | High-performance computing and AI clusters drive the scale deployment of CPO solutions, and CPO concept stocks continue to rise
The Zhitong Finance App learned that on February 13, A-share CPO concept stocks rose again due to news that high-performance computing and AI clusters are driving the large-scale deployment of CPO programs. As of press release, Tianfu Communications (300394.SZ) surged more than 8% to a record high. Liante Technology (301205.SZ), Guangxun Technology (002281.SZ), Ziguang Co., Ltd. (000938.SZ), Quanxin (300447.SZ), Bochuang Technology (300548.SZ), Zhongji Xuchuang (300S308.SZ)), Xinyisheng ( 300502.SZ) etc.
CPO concept stocks fluctuated and Tianfu Communications surged to a record high
A-share CPO concept stocks made a comeback. Liante Technology rose nearly 9%, Ziguang shares rose more than 7%, and Tianfu Communications, Guangxun Technology, Bochuang Technology, and Zhongji Xuchuang registered the highest gains.
Changes in A-shares | Liante Technology opened 8% higher and is actively building CPO core technology and process platforms
Gelonghui, Feb. 10, 丨 Liante Technology opened 8.53% higher at 79 yuan, with a total market capitalization of 5.7 billion yuan. Liante Technology disclosed a stock trading change announcement on the 9th. CPO is one of the directions of optical module technology and product evolution in high-computing power application scenarios such as AI applications, but at present, CPO related product development is still in the early stages. The maturity of the technology and large-scale application of the market will take time, and there are many uncertainties. The company is currently actively building CPO core technology and process platforms, including a design and development platform for co-packaging processes for various optical components and electronic chips, whether it can achieve technological breakthroughs and complete technological achievements
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