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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.
Express News | Today, these stocks are experiencing unusual movements. Block Orders are increasing their positions in the electronics sector while selling off shares in the computer sector.
A-share CPO concept stocks rose in the early trading.
12/5 Gleuon December | Shengyi Electronics rose more than 9%, T&S Communications rose more than 5%, eoptolink technology inc., zhongji innolight, suzhou tfc optical communication are all on the rise.
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Express News | eoptolink technology inc.: The area where the factory in Thailand is located has not been affected by natural disasters, and production operations are currently normal.
eoptolink technology inc. (300502.SZ): already has the packaging process technology conditions required for cpo wafer level.
Gelonghui November 27th | eoptolink technology inc. (300502.SZ) stated on the investor interactive platform that the company already has the packaging process technology conditions required for cpo wafer level.