No Data
We Ran A Stock Scan For Earnings Growth And Suzhou TFC Optical Communication (SZSE:300394) Passed With Ease
Zheshang: NVIDIA (NVDA.US) GB300 is expected to be released around mid-2025. Pay attention to opportunities for related product upgrades.
NVIDIA (NVDA.US) is expected to unveil the GB300 product line at the GTC conference in March 2025, with Semianalysis predicting that the GB300 will be released six months after the launch of the GB200.
Guosheng Securities: The new logic of the IDC Industry under AI development will start from energy consumption destocking.
The rapid development of AI will drive the demand for Datacenters after digesting existing resources, promoting improvements in prices and profitability.
Suzhou TFC Optical Communication (300394.SZ): Currently not producing Copper cables.
On December 31, Gelonghui reported that Suzhou TFC Optical Communication (300394.SZ) stated on the investor interaction platform that the company positions itself as a provider of overall solutions for optical communication devices and advanced packaging manufacturing services for optoelectronics. Its products are widely used in fields such as telecommunications, Datacenter, optical fiber connections, and Lidar for car-assisted driving, and it currently does not produce Copper cables.
Guosheng Securities: Pay attention to AIDC Infrastructure and recommend "Four Large and Four Small".
In the future, as the demand for Electrical Utilities in Datacenters gradually increases, power suppliers for Datacenters are expected to benefit from the demand for improved stability of Datacenters.
Suzhou TFC Optical Communication (300394.SZ): plans to postpone the "High-speed Optical Engine Construction Project for 5G and Datacenter" until June 30, 2025.
On December 30, Gelonghui reported that Suzhou TFC Optical Communication (300394.SZ) announced that it will hold the seventh extraordinary meeting of the fifth Board of Directors and the sixth extraordinary meeting of the fifth Board of Supervisors on December 30, 2024, which will review and approve the "Proposal on the Extension of Fundraising Investment Projects." It agrees to issue Stocks to specific objects to raise funds for the "High-speed Optical Engine Construction Project for 5G and Datacenter" under the premise that there are no changes in the project implementation entity, the use of raised funds, and the investment scale, combining the actual construction situation and investment progress of the current fundraising projects.
After Leaping 31% Suzhou TFC Optical Communication Co., Ltd. (SZSE:300394) Shares Are Not Flying Under The Radar
