The recent ** is always desperate in the morning, mysterious funds enter in the afternoon, and the index is deep V back. Previous articles have repeatedly mentioned that there is no need to be pessimistic about this position, the key is stock selection. Behind the messy hot spots, there is actually an essential thing, which revolves around Huawei, a giant to stir up. This year, whether it is computing power, chips, cars or fast charging, they are all revolving around the Big Mac. 
Continue to review,Pocket fulcrumStock Selection Results:
This year, the world's hottest sector should be AI applications, and the next year will enter the application explosion period, and AI chains and optical modules will become fragrant and sweet. The AI computing power target has been adjusted to a lower valuation level in the early stage, and has the best potentialNext Generation 1The progress of the 6T optical module industry is updated frequently, and the market pays attention to overseas 16T demand and ** pattern may change beyond expectations. Optical module faucetZhongji Innolight, Xinyisheng, AccelinkWait. Today, Zhongji Innolight, Xinyisheng and Accelink have entered the ranks of the top ten outstanding shares, representing the trend and direction of funds. 
Zhongji InnolightAs the world's leading 800G optical module manufacturer, Asahi has outstanding advantages in both products and key customers, and is not only a beneficiary of the changes of the times, but also a core participant. The company's 800G delivery rhythm continues to accelerate, driving the performance of 2H23-2024 to increase rapidly, and the company is optimistic about the company's 800G 16T products to maintain the leading position in the industry.
New YishengIn the 400G era, the company has become one of the core leading customers in North America, and the overall 800G product matrix layout is perfect, and the company announced that 800G has been shipped in small batches this year. On the production capacity side, the company's Thailand plant and Chengdu new plant have successively released mass production capacity. The accumulation of products and customers and the strengthening of delivery capabilities are expected to help the company undertake the rapid growth of order demand in the future and benefit from the 800G era.
A new highboard for the yearBlock stock selection results: It is recommended that you take a look at the highest **, have a general impression, repeat this every day, and you will gradually know the direction of market funds. 
Investing is a lifelong thing. Investment is not a matter of winning or losing by relying on a single transaction, nor is it a lifelong decision to find a stock, let alone a year of growth. If you want to make achievements in the world, you need to continue to learn, Xi, analyze, summarize, summarize, and improve. Don't panic if you fall once, it doesn't matter if you set it for a month or two, it doesn't matter if you lose eight or ten points, the most important thing is that you can learn knowledge, increase lessons, and harvest growth. If you lose, you will pay the tuition fee for **, and when you accumulate a lot, you will definitely gain a lot. Disclaimer: The ** mentioned in this article does not constitute any investment advice.