AVIC Securities proposed that CPO, as a new generation of optoelectronic integration technology, has received extensive attention and layout from global technology giants. In addition to the boom of artificial intelligence and machine learning, VR and AR, which also have low latency and high data rate requirements, will also help stimulate CPO demand in the future.
Here are the top three CPO concept stock leaders I combed for readers' reference.
Third, Cambridge Technology: the net profit reported in the first quarter increased by 166% year-on-year, and the rolling P/E ratio was 55;
Second, Ling Yunguang: the net profit reported in the first quarter increased by 169% year-on-year, and the rolling price-earnings ratio was 77;
First, XXXX focuses on this big golden bull, and the reasons for optimism are as follows:
Reason 1, the performance data of the first quarterly report shows that during the reporting period, the company achieved a total operating income of 149 million yuan, a year-on-year increase of 5.57%, and a net profit of 3.9813 million yuan, a year-on-year increase of 437.44%.
Reason 2: The net profit after deducting non-recurring profit and loss reached 3.0995 million yuan, a year-on-year increase of 696.12%. Rolling P/E ratio 131;
Reason 3, in terms of the layout of the optical module field, as one of the largest manufacturers in the domestic PCB sample market share, it said on the investor interactive platform that the company's products and services have been applied in the field of data computing, and has developed 400G ultra-high-speed optical modules, and has a certain production capacity.