On the afternoon of December 8, 2023, the AI concept continued to be strong, with optical modules, optical communications, and GPU computing power sectors leading the gains, as of 13:13, 5GETTF(515050)**373%, holding stocks Tianfu Communication, Zhongji Innolight rose more than 10%, Huagong Science and Technology rose by the limit, Industrial Fortune Union, Xin Yisheng and other ** followed up. The intraday turnover has been nearly 80 million yuan. In the long run, as of December 7, 2023, 5getf has accumulated **8 in the past 1 year59%, ranking first in the comparable** increase.
According to the analysis of Southwest China, the optical module has a high degree of prosperity and attaches great importance to the implementation of four major technological innovations. With the explosion of AI traffic, the technological innovation of the optical interconnection industry has accelerated significantly. We observe four major technological innovations: LPO, 16T, silicon photonics, and coherent landing are greatly advanced, and we believe that the first with independent logic will also be far ahead of the plate, and the current to Q1 will be the best configuration point for optical modules.
According to the data, 5getf (515050) brings together the hardware computing power leader**, which has a high degree of overlap with the optical module, optical communication, and computing power leasing concept plates, with the latest scale of 721 billion yuan. As of November 7, 2023, the above concepts account for 3223%。There are many constituent stocks such as Chengchang Technology, Shenglu Communication, Zhenlei Technology and other satellite Internet core targets, as well as Accelink Technology, Zhongji Innolight, Tianfu Communication, Xin Yisheng, Montnets Technology, Fiberhome Communication, Unisplendour and other popular computing power concept stocks. (Join **C: 008087).
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.