The organization actively conducts research on related companies with the rapid development of AI infrastructure.

In July, there is a surge in institutional research, with AI computing power becoming one of the focus areas. Some domestic leading companies in the optical module sector have released impressive performance forecasts for the first half of the year, attracting intensive research from fund companies. Many fund managers believe that with global tech giants increasing their investments in AI infrastructure, the demand for overseas computing power will continue to rise, leading to potential high growth for domestic companies in the industry chain. This round of technology market trends is expected to continue.