Gelonghui December 21 | Liante Technology surged 9%, while Zhongji Xuchuang, Xinyisheng, Tianfu Communications, and Bochuang Technology quickly followed suit. According to Tianfeng Securities Research Report, optical modules continue to be in high demand, and the industry is in short supply. With the explosion of applications and the introduction of GPT 5.0, which will open up growth space in 2025-2026, the 1.6T B100 with NV has progressed beyond expectations. It is expected that large-scale shipments will begin in the second half of '24, and the industry can already be verified.
CPO板块探底回升 联特科技大涨9%
The CPO sector bottomed out and rebounded, and Liante Technology surged 9%
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