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Kaiyuan Securities: CPO is one of the evolutionary directions for AI intelligent computing centers in optical interconnection, currently in the early stage of industrialization, with significant development potential.
The development potential of CPO is considerable, but its commercial implementation still requires industrial collaboration.
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.
Many A-share companies are under investigation, and the micro-caps have been severely hit! The Wind Micro-Cap Index plummeted by 5%.
66 companies are facing the risk of being designated as Special Treat.
Eoptolink Technology's Chairman Under Probe Over Alleged Stock Transfer Breaches
Over 0.06 million shareholders are stunned! The chairman of the CPO giant is under investigation.
The stock price has nearly tripled since the beginning of the year.
Minsheng Securities: Byte's AI opens up space for the domestic Industry Chain of computing power.
With the continuous iteration of domestic models, downstream application scenarios are expected to keep expanding, and the high demand for interactive inference will inevitably lead to emerging needs on the Hardware side.
102884128 : getting disappointed with this counter. every day drop.