Lao Mo continues to update the daily view of the market
After the double needle bottoming festival, the market is about to open an upward channel!Harvest time!
This morning, the market volume is close to 20% more, what does it mean?In this position, there has been a first hand to enter the market, superimposed on the December weekly economic cycle, Lao Mo's point of view is still clear, and how to adjust is also the adjustment of the upward channel.
Of course, there will be an important meeting here, and we should not chase high in the short term, perhaps it is not possible to further grind the bottom here, and the real ** will inevitably require some patience.
So who is the main line of the market?Lao Mo is still focusing on the subject of science and technology, such as the AI and data elements mentioned in it, but this time Lao Mo brings it to everyoneThe concept of "co-packaged optics (CPO)".
Co-packaged optics (CPO) is a new type of optoelectronic integration technology, called co-packaged optics, which reduces the size, efficiency and power consumption by shortening the distance between the switch chip and the optical engine.
So what is the core logic of the industrial chain opportunities in the direction of "co-packaged optics (CPO)".
1. Driven by Google and AMD, the funds fully embrace AI and open a new AI cycle. The two directions in which AI can best produce performance, AI application is game + AI hardware is CPO.
2. At present, CPO and multimodal AI are performing well in the market, and the trend of capital inflow has also strengthened.
Go with the flow, try to follow the emotional cycle and the index cycle at the same frequency, the market can be seen at a glance is always around the technology line, these tracks are obviously the main force has participated.
Lao Mo also selected these 5 core business enterprises of "co-packaged optics (CPO)" in the market, let's take a look
The first, Tengjing Technology
In the field of optical communication, the company's precision optical components and optical fiber devices are mainly used in WSS, coherent optical modules, XGPON optical modules, 5G fronthaul optical modules and optical modules on the data center side.
The second, Borche Technology
With the increasing scope of artificial intelligence applications and the gradual improvement of application depth, the demand for high-speed and highly integrated optical devices in the data communication market will grow.
The third, Tianfu Communication
The company has a laser chip integrated high-speed optical engine research and development project, which is suitable for the high-speed optical engine used in the CPO program, providing a one-stop integrated solution for the CPO technology.
The fourth, Sai Microelectronics
A national high-tech enterprise in the field of navigation and positioning in China and a "double-soft" certified enterprise, the company provides MEMS process development and wafer manufacturing services for silicon photonic chips.
The fifth and most optimistic one
"CPO concept + 5G + chip concept", the company has been deeply involved in the optical communication industry for more than 20 years, and has the ability to integrate optical components and their components, optical transceiver systems and other packaging.
Low-level large-scale start + strong stand on the annual line, the stock is active, the adjustment is sufficient, the market value is about less than 10 billion, and the chips are dense at one peak.
From a technical point of view, the MACD monthly golden cross formation + the main force height control + price and volume rise, a new round of the main rise ** is imminent, and it is a good node to lurk.
Special statement: The content only represents personal views and does not constitute any investment guidance, according to which you buy and sell, profit and loss at your own risk, ** risk, investment needs to be cautious!