On December 18, 2023, A**field low**, most of the industry indices weakened, 5GETIF (515050) was narrow**, and the trend of holding stocks was differentiated, with Dongfang Guoxin, Chengchang Technology, and AVIC Optoelectronics leading the decline, and Zhongji Innolight, Xin Yisheng, and Industrial Fortune Union strengthening against the trend.
Towards the end of the year, the market wait-and-see sentiment is getting stronger, and many institutions such as Dongfang**, GF**, Kaiyuan**, and Huachuang ** are bullish on the prosperity of the AI computing industry, and the hardware computing power sector may once again enter the layout range. According to the data, 5getf (515050) brings together hardware computing power leaders**, and has a high degree of overlap with optical modules, optical communications, and computing power leasing concepts. 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).
Huatai** analysis believes that optical communication, optical modules are the core base of AI optical networks, and the improvement of communication performance depends on the increase in the amount of optical modules and rate upgrades, and the share of domestic manufacturers in the global optical module market continues to increase, and the share of Chinese manufacturers in the optical module and optical module market has increased from 15% in 2010 to 50% in 2021. In the context of the continuous development of the digital economy, we should pay attention to the development opportunities of telecom operators, industrial Internet and other sectorsThere is a clear trend of increasing investment on the AI computing power side, which is expected to bring about the opening of hardware requirements such as optical modules and switchesThe 5G and 6G era is approaching, and the construction of satellite Internet is expected to accelerate.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.