At noon on December 21, 2023, the concept of optical modules bottomed out and rebounded rapidly, led by concept stocks such as Liante Technology, Zhongji Innolight, Xin Yisheng, and Tianfu Communication, and it is worth noting that the above ** are all 5getf (515050) weighted stocks, as of this article, 5getf (515050) rose more than 1%.
Tianfeng** analysis pointed out that the inflection point of optical devices and optical modules has emerged, focusing on the opportunities of the three major sectors of AI computing power + satellite Internet + optical cable submarine cable. From the perspective of the overall industry, on the communication hardware side, AI applications have brought rapid growth in demand for computing resources, and communication infrastructure has ushered in development opportunitiesOptical module to 800g 16T upgrade, benefiting from the rapid growth of demand for new products;Optical fiber and cable as a flow pipe is expected to benefit from the expansion.
According to the data, 5getf (515050) gathers hardware computing power leaders, and has a high degree of overlap with optical modules, optical communications, and computing power leasing concept plates. 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.