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Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Eoptolink Technology (SZSE:300502) Is Achieving High Returns On Its Capital
Sinolink: In Q3, the public offering increased positions in non-financial and real estate sectors the most, significantly reducing positions in cyclical sectors.
In the third quarter of 24, the total size of public offering funds has increased significantly, with "passive equity" continuing to be more preferred by investors than "active equity".
Huafu Securities: How to view the space of the CPO & oio market?
Considering the signal, power consumption, and cost advantages of CPO switches compared to traditional switches in high-bandwidth connections, it is expected that the market size of CPO switch optical engines can reach about 22 billion US dollars by 2028.
Results: Eoptolink Technology Inc., Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts
Xinyisheng: Report for the third quarter of 2024