The big ** of optical modules is quietly approaching, and the focus of the market is undergoing a subtle change.
Those once hot Zhongji Innolight and Cambridge Technology are no longer the only favorites in the market. Instead, there are five up-and-coming upstarts of optical modules, which are like bright stars, illuminating the entire industry, and are expected to surpass the glory of the past in the future, and even crush Cambridge by 7 times.
Recently, the relevant departments have made it clear that they want to accelerate the construction of intelligent computing centers, which has injected a strong impetus into the demand growth of optical modules. As a key component in the upstream of computing power, the surge in demand for optical modules has become an inevitable trend. This change not only indicates that the optical module industry will usher in a new round of hype, but also indicates that the wave of technological revolution has swept in.
Looking back on history, when the new energy track rose, the lithium mining enterprises as its upstream were almost accompanied by the hype of the entire new energy vehicle. Today, optical transceivers play an equally important role in the field of artificial intelligence. Those companies that have mastered the core technology of optical power are destined to take the lead in this technological revolution and achieve a double take-off in stock price and performance.
Among the five companies that have mastered the core technology of optical modules, Huagong Technology is firmly in the position of one of the world's largest optical module manufacturers with its annual production capacity of more than 30 million.
Optical Communication Technology,As the leader of the integrated optical module of central enterprises, its product coverage is the widest, covering almost the entire industry;
Zhongji Innolight,The world's leading provider of optical transceiver solutions, with a wealth of patented technologies in the field of high-speed optical transceivers, is a leader in the industry;
Taichenguang,With more than 20 years of experience in the optical communication industry, it has packaging and integration capabilities such as light source devices and components, optical transceiver systems, etc., and is a veteran powerhouse in the industry.
And the last one is even more eye-catching. It is not only Nvidia and Microsoft in the field of optical modulesExclusive ** Merchants, still in 1In the field of 6T optical modules, it has established strategic cooperation with Huawei. Its strong technical strength and profound market heritage make people have to be impressed. What's even more remarkable is that in the fourth quarter of last year,JPMorgan Chase and the national team have 5.11 million shares at the bottom, and the stock price has been out of the fifth consecutive positive。This is undoubtedly the best proof of its great potential for the future. Once the market outlet arrives, it may take off at any time and become the leader of the entire industry.
Do you know who it is?
I won't say much here, interested friends can avatar the home page small envelope,Send a 168and you will know! Of course, everyone's vision and choice are different, but in any case, the big ** of optical modules has quietly approached, and this is an opportunity not to be missed.