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China Galaxy Securities: The Communication + New Infrastructure Sector is expected to be upgraded, with a preference for symbols that show marginal improvement in prosperity.
China Galaxy Securities released a Research Report stating that against the backdrop of continuous strengthening of policies such as Digital China and the continuous innovation of new AI applications, the new infrastructure of the digital economy is expected to solidify and assist in the upgrade of computing power networks, with the communication + new Infrastructure Sector likely to have its expectations revised upward.
GF SEC: The trend of CPO is clear, pay attention to the capability reserves of leading optical module manufacturers and the incremental aspects of connections, light sources, and others.
The impact level of pluggable optical modules has been severely overestimated, while industry leaders in optical modules continue to play an important role thanks to their long-term design accumulation of optical know-how, deep understanding of optoelectronic packaging, technical reserves, modulation, and testing capabilities.
Are Investors Undervaluing Suzhou TFC Optical Communication Co., Ltd. (SZSE:300394) By 21%?
Express News | Tfc Optical Communication Sees 2024 Net Profit up 72-92% Y/Y
Tianfu Communications: 2024 Annual Results Forecast
We Ran A Stock Scan For Earnings Growth And Suzhou TFC Optical Communication (SZSE:300394) Passed With Ease