League of Nations Securities: Nvidia (NVDA.US) performance exceeds expectations, optical modules and liquid cooling are expected to benefit
The domestic optical communications industry is expected to fully benefit from the strong demand for computing power in North America and achieve long-term growth in performance.
Shanghai Securities Communications 23-Year & 24Q1 Review: Increased Industry Differentiation Focuses on Emerging Industry Leaders
The overall communications industry market rose slightly from January to April 2024, with the communications equipment sector leading the way. It is expected that in the future, as AI-related infrastructure construction accelerates, the segmented industry will break out of a fragmented market.
Nomura Adjusts Zhongji InnoLight Price Target to 209 Yuan From 180 Yuan, Keeps at Buy
03:44 AM EDT, 05/13/2024 (MT Newswires) -- Nomura Adjusts Zhongji InnoLight Price Target to 209 Yuan From 180 Yuan, Keeps at Buy Price (RMB): ¥171.55, Change: ¥+0.35, Percent Change: +0.20%
Zhongji Innolight (SZSE:300308) Seems To Use Debt Rather Sparingly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says 'The biggest investment risk is not the volatility of prices, but whether you will
Western Securities: The boom in the communications industry is expected to continue throughout the year, and high-quality individual stocks are expected to show a double hit in performance and valuation
Looking ahead to 2024, the 24Q1 boom will have a good influence on the overall development. Among them, North American AI computing power and domestic intelligent computing construction are strong, and the prosperity is expected to continue throughout the year.
Tianfeng Securities: AI computing power becomes a new engine to drive the growth of the communications industry, and it is recommended to focus on three diffusion branch line investment opportunities
Tianfeng Securities released a research report stating that it continues to be optimistic about the core beneficiaries of the AI computing power supply chain (optical module, PCB, GPU module manufacturing, switch, etc.).
Zhongji Xuchuang (300308.SZ): Plans to subscribe for Kaifeng Chuangxin's investment share of 19 million yuan
Gelonghui, April 30, 丨 Zhongji Xuchuang (300308.SZ) announced that on April 29, 2024, the company held the 8th meeting of the 5th board of directors and the 8th meeting of the 5th board of supervisors to review and pass the “Proposal on the Company's Foreign Investment and Related Transactions” respectively. The company plans to subscribe to Suzhou Kaifeng Chuangxin Venture Capital Partnership (Limited Partnership) (“Kaifeng Chuangxin” or “Fund” for short) with its own capital of 19 million yuan and become a limited partner of the partnership. According to “Suzhou Kaifeng Chuangxin Venture Capital Partnership (Limited Partnership)”, after the completion of this investment, the company
Zhongji Innolight's (SZSE:300308) Earnings Are Weaker Than They Seem
Despite posting some strong earnings, the market for Zhongji Innolight Co., Ltd.'s (SZSE:300308) stock hasn't moved much. Our analysis suggests that this might be because shareholders have noticed so
Zhongji Innolight Co., Ltd. Just Recorded A 29% EPS Beat: Here's What Analysts Are Forecasting Next
Zhongji Innolight Co., Ltd. (SZSE:300308) just released its latest first-quarter results and things are looking bullish. It was a solid earnings report, with revenues and statutory earnings per s
North and South Water | Nearly 900 million foreign capital sweeps Maotai, Beishui furiously increases its holdings with Tencent and Bank of China
Northside Capital made a net purchase of 1,389 million yuan of A-shares, and today Nanxia Capital made a net purchase of HK$2,901 billion in Hong Kong shares.
Zhongji Innolight's (SZSE:300308) Returns Have Hit A Wall
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things, we'll want to see two things; firstly, a growing return on capital employed (ROCE)
North and South Water | Nanshui's net purchases exceeded 8.1 billion yuan throughout the day, Maotai received nearly 900 million yuan in fundraising, and Beishui increased its inventory with China Mobile for 8 consecutive days
Track the latest developments in north-south funding
Guoxin Securities: AI changes computing power cluster network architecture, and the optical interconnection market is expected to maintain a high boom
AI is changing the computing power cluster network architecture. On the one hand, the scale of a single training cluster continues to expand, and the proportional relationship between connectivity requirements and acceleration units is expected to further increase; on the other hand, distributed computing power clusters are expected to promote 10-20km DCI interconnection requirements and accelerate “related sinking.”
Zhongji Xuchuang (300308.SZ): The company's Thai plant has reached mass production conditions in 2022 and has achieved full mass production
Gelonghui, April 14 | Zhongji Xuchuang (300308.SZ) said on the investor interactive platform that the company's Thai factory has reached mass production conditions in 2022 and has achieved full mass production.
Zhongji Xuchuang (300308.SZ): The company is currently full of orders
On April 14, Gelonghui | Zhongji Xuchuang (300308.SZ) said on the investor interactive platform that the company is currently full of orders.
Zhongji Xuchuang (300308.SZ): The starting capacity of 1.6T optical modules depends on customer needs
On April 14, Gelonghui | Zhongji Xuchuang (300308.SZ) said on the investor interactive platform that the starting capacity of 1.6T optical modules depends on customer needs.
Is Now The Time To Look At Buying Zhongji Innolight Co., Ltd. (SZSE:300308)?
Zhongji Innolight Co., Ltd. (SZSE:300308) received a lot of attention from a substantial price increase on the SZSE over the last few months. While good news for shareholders, the company has traded
Shen Wan Hongyuan: OFC24 important industrial catalysts focus on iterative new opportunities in optical communication
The Zhitong Finance App learned that Shen Wan Hongyuan released a research report saying that OFC, as an influential conference in the optical communications industry, will play an important catalytic role in technological upgrading. The bank said that under the AI circuit, industrial demand intensive training and reasoning will begin in 2024-25, and the market's expectations for the computing power network are different. In the past, the upgrade cycle of optical communication was about 3 years, but the current 800G-1.6T or even 3.2T iteration has shortened the upgrade cycle to 1-2 years, including the accelerated penetration of silicon light solutions, which has become an important trend in the industry. The acceleration of the industry is expected to be strong and strong, leading in both technology and market
Those Who Invested in Zhongji Innolight (SZSE:300308) Three Years Ago Are up 385%
For us, stock picking is in large part the hunt for the truly magnificent stocks. You won't get it right every time, but when you do, the returns can be truly splendid. Take, for example, the Zhongj
Dongwu Securities: Nvidia Releases New Products to Accelerate Computing Power Bandwidth Requirements to Replace Traditional CPU Inference Computing Power
Recently, Nvidia unveiled several new products such as the Blackwell chip architecture at the GTC conference. Dongwu Securities believes that the new products released this time are expected to spawn more computing power and bandwidth requirements, and accelerate the replacement of traditional CPU inference computing power.
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