Securities Times e Company News, CITIC Securities (600030) research reported that GPT and Gemini have been upgraded, AI applications have been accelerated for commercialization, and the latest financial reports of overseas cloud vendors Microsoft, Google, and meta show that AI plays a role in promoting revenue growth.miniclawmachineforsaleThe core role of domestic cloud vendors has been eliminated and plans to increase capital expenditures. The capital expenditures of domestic cloud vendors have also rebounded significantly. Overseas optical module leader 800G and 1miniclawmachineforsaleDemand for.6T products is strong, and DCI is expected to usher in newminiclawmachineforsalegrowth. It is recommended to focus on leading manufacturers in high-speed optical modules, coherent optical technology, and AEC.
