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A-share fluctuations | The Concept of CPO surged, Ruijie Networks once jumped 18% to a new high.
On December 20, Greenwich reported that Ruijie Networks saw an intraday increase of 18%, reaching a historic high of 79.79 yuan. Robotechnik Intelligent Technology rose over 10%, while Cig Shanghai, Dongtianwei, Huafeng Technology, and others followed suit. Industry insiders revealed that Taiwan Semiconductor is working on integrating CoWoS with SiPh, aiming to launch co-packaged optical devices (CPO) in 2026. Additionally, Apple is collaborating with Broadcom to develop AI Chips, and Taiwan Semiconductor is set to receive another large order for its advanced process. It is also worth noting that there are reports that Taiwan Semiconductor's first factory in Kumamoto Prefecture, Japan, is nearing mass production. (Greenwich)
A-shares liquid-cooled Server Concept stocks are strengthening, Guangzhou Goaland Energy Conservation Tech is up by 20 CM and has hit the limit.
On December 19, Gelonghui reported that Guangzhou Goaland Energy Conservation Tech hit the 20% daily limit. Ruijie Networks, Nanjing Canatal Data-Centre Environmental Tech, and Accelink Technologies also previously reached their daily limit, while Shuguang Data Creation, Nanfang Zhongjin Environment, Shenling Environment, Shenzhen Envicool Technology, Range Intelligent Computing Technology Group, and others rose over 5%.
A-shares rebound on Douyin Concept stocks, NOVA Technology Corporation hits the 20% daily limit.
On December 19, Gelonghui reported that NOVA Technology Corporation reached a 20CM limit up, Ruijie Network rose more than 10%, HuiZhou Intelligence Technology Group hit its limit, while Accelink Technologies, FS Development Investment Holdings, and YAKAN Co., Ltd. increased more than 5%. Other stocks like Feng Assistant, Range Intelligent Computing Technology Group, and Hand Enterprise Solutions also followed the upward trend. On the news front, the Volcanic Engine Winter FORCE original power conference's developer forum will soon open, focusing on the practices of the Volcanic Engine in large model development, applications, and implementation. As of now, the daily token usage of the Doubao large model has exceeded 4 trillion, growing more than 33 times since its release 7 months ago.
Ruijie Networks (301165.SZ): The company is a major supplier of Datacenter Switches for leading Internet Plus-Related companies such as ByteDance.
Gelonghui, December 16丨Ruijie Networks (301165.SZ) stated on the investor interaction platform that the company is a mainstream supplier of Datacenter Switches for top Internet Plus-Related companies like ByteDance. In 2024, the company will deliver supplies for the ByteDance Smart Computing Center construction project it has won bids for.
Express News | The USA ITC issued a final ruling on the 337 investigation concerning wireless front-end modules and their downstream devices.
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
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