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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.).
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