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Guojin Securities: Large-scale AI clusters drive CPO acceleration, optimistic about companies in the industrial chain
The bank believes that CPO can effectively help large-scale clusters reduce power consumption, increase interconnection density, and enhance transmission stability at high speeds.
Eoptolink's Q1 net profit declined sequentially, causing market turmoil; last year's net profit increased by 236% year-on-year | Earnings Report Analysis
①Eoptolink Technology's Q1 2026 net profit decreased by 13% quarter-on-quarter, causing a stir in the market; ②In the 'Yizhong Tian' portfolio, TFC Communication's Q1 net profit also declined by approximately 11% quarter-on-quarter; ③Eoptolink Technology’s prepaid expenses in Q1 this year amounted to 682 million yuan, marking a staggering quarter-on-quarter increase of 3920.83%, signaling an expansion in production capacity.
TFC Optical Communication's Q1 Profit Jumps 46%, Revenue Climbs 41%; Shares Down 7%
The market continues to experience sector rotation, with adjustments and divergences in AI hardware, while the commercial aerospace sector has taken the lead with a surge.
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Tianfu Communications: First Quarter Report for 2026
Tianfu Communications Q1 revenue increased by 40.82% year-on-year, with net profit rising by 45.79%. AI-driven demand for high-speed optical devices remains robust | Earnings Report
Benefiting from the explosive demand for AI and data centers, TFC Communications achieved revenue of 1.33 billion yuan in the first quarter of 2026, representing a year-on-year increase of 40.82%. Net profit attributable to shareholders of the listed company reached 492 million yuan, marking a year-on-year growth of 45.79%. Currently, the plan to list in Hong Kong has been approved by the shareholders' meeting, marking a key step in its capital operations.
After Leaping 31% Suzhou TFC Optical Communication Co., Ltd. (SZSE:300394) Shares Are Not Flying Under The Radar