On January 21st, Jinshi Data reported that Bochuang Technology rose more than 8%, reaching a new historical high. Ruijie Networks, Oulu Tong, Xinyisheng, Guangxun Technology, Taichen Light, and others have also surged. Guojin Securities pointed out that AI is driving the iterative speed of optical modules, and 1.6T optical modules will be mass dumped in the fourth quarter of 2024 and officially launched in the first quarter of 2025. Overseas cloud vendors continue to increase capital expenditure in the AI direction and have clearly stated that capital expenditure will continue to rise in 2025. The growth potential of optical modules in the zone continues to be highlighted, and EPS is expected to continue to increase rapidly.
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