Lately, computing power hardware stocks have experienced a partial rebound, with Bochuang Technology leading the charge, surging over 8% to achieve a new record high. Other notable companies, including Ruijie Networks, Eurocom, FiberHome Technologies Group, Accelink Technologies, and Taihang Optoelectronics, have also witnessed upward momentum in their share prices. According to Guojin Securities' analysis, the rapid advancement of AI technology is accelerating the evolution of optical modules. It is anticipated that 1.6T optical modules will commence mass shipments in the fourth quarter of 2024, with official large-scale market availability kicking off in the first quarter of 2025. Overseas cloud vendors are persistently boosting their capital expenditures in the AI sector and are projecting further growth for 2025. The optical module sector's growth potential is escalating, with earnings per share (EPS) forecasted to surge significantly.
