Lao Mo continues to update the daily view of the market
A new week, a new beginning, and the end of the last time was all popular. Just like Lao Mo saidYou can't defend by defending, and the best defense is offense.
And now the market continues to adjust, low **,The position is definitely not to panic, the low point is still to see 2923。This neighborhood is expected to appear **,Because an important meeting is about to take place, Lao Mo is also firmly optimistic about the market.
In terms of market style, judging from the trend of the whole year,The yield of TMT thematic ETFs is far ahead。Although Jin Tian Dapan has the expectation of adjustment, at a critical time, a certain team will still enter.
For example, the recent new concept of multimodal AI, which continues to track Lao Mo, should know, and recently Lao Mo found that there is a plate that has a very good undertakingIt is called "CPO (Co-packaged Optics)".
Therefore, Lao Mo is optimistic about the core logic of the industrial chain opportunities in the direction of "CPO (co-packaged optics)".
According to the industry**, global CPO port sales will grow from 50,000 in 2023 to 4.5 million in 2027With a 90-fold increase in four years, there is a huge room for growth.
The rapid development of AI brings about high computing power requirements, and high computing power requirements need to update packaging technology to improve the transmission rate, and the development of CPO optical modules is of great significance for the arrival of the AI high computing power eraIt has a high degree of prosperity.
Although the plate is weak, but in the case of the market bottoming out and the volume, the plate has poor expectationsHere the CPO is to give the relay a chance to repair the differences.
Lao Mo also selected these 5 core business enterprises of "CPO (co-packaged optics)" in the market, let's take a look
The first, Zhongji Innolight
The company's high-power lasers, the world's leading provider of optical transceiver solutions, can reduce the cost of optical modules in the form of photoelectric co-packaged modules (CPO).
The second, Ling Yunguang
The silicon photonics products of the company's communication business can achieve high-speed optical transmission of 200G, 400G, 800G and above.
The third, Tianfu Communication
The company has a laser chip integrated high-speed light engine research and development project, which is suitable for the high-speed light engine used in the CPO solution, providing a one-stop integrated solution for CPO technology.
Fourth, Zhishang Technology
At present, the company has newly developed a variety of optical communication parts, including more than 10 series of LC optical fiber patch cords, 2 series of SC fiber optic patch cords, 6 MPO series accessories and other optical communication devices. 0
The fifth and most optimistic one
"CPO + Huawei concept + state-owned enterprise reform", the company's annual production capacity of optical modules exceeds 30 million, making it one of the world's largest optical module manufacturers.
The company has been focusing on the optical connection business with information and communication technology as an important support, and has been fully adjusted in the early stage and has recently started to start in large quantities.
From a technical point of view, standing firm on the annual line + price and volume rise + forming a MACD monthly golden cross, the main force is highly controlled, and a new round of main rise is imminent.
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!