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Guosen: The AI transformation is driving the accelerated commercialization of CPO technology.
Global Internet cloud providers continue to increase their investments in AI capital, and CPO, as the preferred technology for reducing costs and power consumption in Datacenter network interconnection, has attracted significant attention from major Communications and electronics companies worldwide.
Not Many Are Piling Into Suzhou TFC Optical Communication Co., Ltd. (SZSE:300394) Just Yet
Suzhou TFC Optical Communication (300394.SZ): Provides supporting optical device products for vehicle-mounted Lidar.
On February 28, Gelonghui reported that Suzhou TFC Optical Communication (300394.SZ) stated on the investor interactive platform that the company provides supporting optical device products for Lidar used in vehicles. Please pay attention to the content disclosed in the company's regular reports for specific updates.
Major bank rating | CMB International: Alibaba significantly increases capital expenditures, benefiting domestic AI infrastructure suppliers.
Alibaba announced plans to invest at least 380 billion yuan in building Cloud Computing and AI infrastructure over the next three years, with the expected investment scale surpassing the total of the past decade. CMB International released a Research Report stating that estimated capital expenditure by Alibaba from 2026 to 2028 could reach approximately 120 billion yuan per year. It is expected that Cloud Computing Service providers in China are trying to accelerate their investment in Cloud Computing infrastructure to catch up with overseas peers, and it is believed that Alibaba's increased capital expenditure will benefit domestic AI infrastructure supply chain companies. Additionally, ByteDance recently announced a capital expenditure plan exceeding 150 billion yuan by 2025. CMB International anticipates.
China BOC International: AI applications will experience rapid development and computing power expansion. Technological reform may become the biggest highlight in the Communications Industry.
It is expected that in 2025 there will be rapid development of AI applications and expansion of computing power, the Communications Industry will still have a high level of prosperity, and technological transformation will become the biggest highlight of the industry.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
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After Leaping 31% Suzhou TFC Optical Communication Co., Ltd. (SZSE:300394) Shares Are Not Flying Under The Radar
