With the increasing severity of global climate change and energy problems, new energy vehicles have become the focus of competition between countries and enterprises.
The development of new energy vehicles not only helps to reduce environmental pollution, but also promotes the development of related industrial chains and creates more employment opportunities.
Tesla's Elon Musk and BYD's Wang Chuanfu are among the best of them.
Musk, with his unique innovative thinking and excellent business acumen, has built Tesla into a leader in the global new energy vehicle market, while Wang Chuanfu has also occupied a place in the new energy vehicle market with BYD's advantages in battery technology.
For consumers, the development of new energy vehicles has also brought more choices and benefits. Today's new energy vehicles not only have advantages in environmental protection, but also continue to improve in terms of performance, range, charging convenience, etc., to meet the growing needs of consumers.
Artificial intelligence, this is known as:"The Fourth Industrial Revolution"The track is now rising at an astonishing rate.
Compared with the new energy vehicles that have just started in 2019, the development of artificial intelligence in technology and market applications is more rapid, and global investment giants have laid out the field of artificial intelligence, according to statistics, the global investment in artificial intelligence in 2021 alone reached a staggering 720 billion US dollars.
Not only that, but the founders of Open AI have put forward an ambitious AI plan to promote the rapid development of AI technology in the next $7 trillion budget.
In this feast of artificial intelligence, optical modules have become an indispensable and important role.
As the core component of data transmission, optical modules provide large-capacity, high-speed, and low-latency data transmission for AI models, which not only makes the training and operation of AI models more efficient, but also provides solid technical support for their development.
With the rapid development of artificial intelligence, the market demand for optical modules will continue to grow.
Enterprises that master the core technology of optical modules will undoubtedly occupy a dominant position in this market and usher in a double take-off in stock price and performance.
To this end, in-depth research was carried out and two companies with absolute leading positions in the field of optical modules were carefully selected.
One of them
It is one of the world's largest manufacturers of optical transceivers.
This company is not only far ahead in terms of scale, but also has made remarkable achievements in technology research and development.
They have successfully developed a full range of 800G, 400G, and 100G optical transceiver products, fully demonstrating their strong R&D strength and innovation capabilities.
Another one
As the exclusive supplier of NVIDIA and Microsoft in the field of optical modules, the company's influence in the industry cannot be underestimated.
It is worth mentioning that in 1In the field of 6T optical modules, the company has reached a strategic cooperation with Huawei, further consolidating its leading position in the industry.
In addition, the company also attracted attention in the capital market last year, JPMorgan Chase and the national team bought 5.11 million shares at the bottom, and the stock price was out of the strong trend of five consecutive yangs.
This means that once the market outlet arrives, the company is very likely to soar.
(The last one, the avatar is a small envelope, and it is 8, which is immediately displayed, not Pingloun District).