Soochow Securities: Metaverse Development Drives Traffic and Data Transmission Demand, Optical Modules and Other New Infrastructure Infrastructure Booming

Summary

[Soochow Securities: The development of Metaverse drives traffic and data transmission demand, optical modules and other new infrastructure infrastructure boom]The latest research report of Soochow Securities believes that the development of Metaverse will drive the demand for cloud computing and big data to further increase. Further promote the optical module market to move towards high-speed and high-end optical modules. At present, the valuation of the optical module industry is at a historically low level. With the growth of downstream demand driven by Metaverse, the growth rate of 5G construction and the further acceleration of overseas data communication demand, optical modules are expected to usher in a new round of growth, and the industry is expected to usher in performance and estimates. Value double-click. Related companies include Tianfu Communication, Huagong Technology, Zhongji Innolux, Xinyisheng, Cambridge Technology, Optical Library Technology and so on.

e company news,Soochow Securitiesup to dateResearch reportIt is believed that the development of Metaverse will further increase the demand for cloud computing and big data, and will further promote the optical module market to move towards high-speed and high-end optical modules.At present, the valuation of the optical module industry is at a historically low level. With the growth of downstream demand driven by Metaverse, the growth rate of 5G construction and the further acceleration of overseas data communication demand, optical modules are expected to usher in a new round of growth, and the industry is expected to usher inPerformanceAnd double-click on the valuation.Related companies haveTentan communication、Huagong Technology、Zhongji Innolux、Xin Yi Sheng、Cambridge Technology、Optical Library TechnologyWait.

(Article Source:SecuritiesTimes·e company)

Article source: Securities Times·e Company

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Original title: Soochow Securities: The development of Meta Universe drives traffic and data transmission needs, optical modules and other new infrastructure infrastructures are booming