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Express News | Science and Technology Innovation Board review: semiconductor sector falls, high-speed connector concept stocks continue to be active
The CPO concept declined in the afternoon, and Yuanjie Technology fell more than 5%
The CPO concept declined in the afternoon. Yuanjie Technology fell more than 5%, Zhongji Xuchuang and Tianfu Communications both fell more than 2% to new daily lows, and Xinyisheng took back an increase of more than 7% in early trading.
The CPO concept bottomed out and rebounded, and Yuanjie Technology rose more than 10%
The CPO concept bottomed out and rebounded. Yuanjie Technology rose more than 10%, Shengyi Electronics rose more than 6%, and Xinyisheng, Guangxun Technology, and Zhongji Xuchuang rose.
The CPO concept continued to rise. Yuanjie Technology rose more than 7%, Senke Communics-U rose more than 6%, and Guangxun Technology rose more than 5%.
The CPO concept continued to rise. Yuanjie Technology rose more than 7%, Senke Communics-U rose more than 6%, and Guangxun Technology rose more than 5%.
Optical communication concept stocks fluctuated and strengthened. Huamai Technology rose and stopped, while Zhongfu Circuit, Guangxun Technology, Xinyisheng, Zhongji Xuchuang, and Yuanjie Technology followed suit.
Optical communication concept stocks fluctuated and strengthened. Huamai Technology rose and stopped, while Zhongfu Circuit, Guangxun Technology, Xinyisheng, Zhongji Xuchuang, and Yuanjie Technology followed suit.
Tianfeng Securities: OpenAI Releases New GPT-4O Model Optical Module Manufacturers Expected to Further Benefit
Tianfeng Securities released a research report saying that OpenAI launched an iterative version of GPT-4, GPT-4o, at the May 14 spring press conference. The model has stronger real-time voice functions and faster operation speed, and is open to the public free of charge. The bank believes that GPT-4O released by OpenAI has achieved significant improvements in user ease of use and experience. As future models are upgraded and iterated, demand for computing power and connectivity will continue, and domestic optical module manufacturers are expected to further benefit from AI development. Recommended: Zhongji Xuchuang (300308.SZ), Tianfu Communications (300394.SZ)
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