In early trading on February 19, 2024, the three major A-share stock indexes collectively opened higher. On the disk, SORA concept, AIGC concept and other sectors opened stronger, and the CPO sector led the gains. **In terms of Tianfu Communication, Dingtong Technology, Huaxing Entrepreneurship, 263, etc., all started at 10 centimeters, Xinyisheng, Zhongji Innolight, Taichenguang, and Liante Technology rose sharply, and the communication ETF (159695) rose more than 3% intraday, impacting 4 consecutive yang.
On the news side, on February 16, 2024, OpenAI announced the launch of a new generative artificial intelligence model "SORA", which once again set off a wave of attention to artificial intelligence around the world.
CPO (optical module) is known as the AI computing base, is the core link of the optical communication industry chain, and is also the hottest AI concept in the market.
Ping An believes that the release of SORA means that AI has made a breakthrough in the field of technology. With the rapid development of AI in the multimodal field, related fields and industries will also usher in profound changes. It is expected that many related industries with AI as the core are expected to be driven in 2024.
According to the data, as of January 31, 2024, the top ten weighted stocks in the CNI Communication Index are China Mobile, China Telecom, China Unicom, ZTE, Zhongji Innolight, Transsion Holdings, Zhongtian Technology, Wingtech Technology, Xinyisheng, and Hengtong Optoelectronics, with the top ten weighted stocks accounting for 6365%。
OTC investors can connect through telecommunications ETFs** (019072) to lay out investment opportunities in optical communications under the AI revolution.
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