Just now, a major piece of good news has been blowing like a spring breeze, injecting new vitality into the CO industry and making it the king return. Under this spring breeze, four potential dark horses have emerged, and their future is full of infinite possibilities and expectations. For investors, this is undoubtedly a valuable resource worth collecting and researching.
The latest news shows that with the continuous progress of technology and the expansion of application fields, the demand for 800 concentrating modules and CPUs is showing explosive growth. At present, the performance of optical module companies that have released results has exceeded expectations, which fully proves the strong development momentum of this industry.
Among many sectors, CPU, as a core component in the field of artificial intelligence, has performed particularly well. As a leader in the industry, Brother Feng has gone deep into the CPU industry chain and presented four potential dark horses to everyone through careful excavation. These companies have performed well in terms of technological innovation and market expansion, which deserve the close attention of investors.
These four potential dark horses are undoubtedly one of the most valuable companies in the current market。They not only have broad market prospects and strong development potential, but also have repeatedly achieved good results in performance, bringing rich returns to investors. Therefore, for investors who pay attention to the CO industry and the field of artificial intelligence, these four potential dark horses are definitely worth collecting and studying.
It is expected to take off in the next **, which is worth paying attention to
The first to continue to createThe company's main business is committed to the research and development, production and sales of high-speed optical modules, and has the best ability of 800G and other high-speed optical modules, and the high-power lasers developed can be applied to photoelectric air supply modules, and the global market share of optical module products ranks first.
The second, Cambridge TechnologyAfter completing the acquisition of two overseas optical module manufacturers, the company began to cut into the field of optical components and optical modules, and conducted research on the next generation of data center CPO products.
The third, Tianfu Communications,As a local optical device solution provider, the company's main business continues to expand and improve the business layout of passive devices and optical active devices at home and abroad through the direct sales model, mastering advanced technologies such as high-speed optical engines and CPOs, and integrating the product line through endogenous and epitaxial of the continuous segment, and the optical infrastructure platform has tended to take shape.
Finally, the one with the most potential, 1C PO plus 6G plus communication equipment concept, the company in CPO technology, the country's leading position, market share and leading position obviously, two at the same time has a state-owned background, and has a strong computing team, the development prospects are huge, three technically, the current valuation and stock price is still a seriously undervalued state, while the main favor is about to break through the main rising wave.
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