Increased funding for optical module giants

This week, there are 68 individual stocks with net financing purchases of over 3 billion yuan. Among them, Zhongjing Xuchuang, Lanqi Technology, Shenghong Technology, and Hanwuji ranked in the top four in terms of net purchase amount, with 58.95 billion yuan, 41.92 billion yuan, 22.85 billion yuan, and 20.79 billion yuan respectively; several individual stocks such as Guangqi Technology, Xinyisheng, Zhongtian Technology, and Tianfu Communication have net purchases of over 10 billion yuan. Among the "Three Musketeers" of optical modules, Zhongjing Xuchuang, Xinyisheng, and Tianfu Communication are all on the list, with net financing purchase amounts of 58.95 billion yuan, 14.43 billion yuan, and 12.12 billion yuan respectively. In addition, storage chip stocks such as Lanqi Technology, Hanwuji, Jiangbolong, Puran Shares, and Beiwu Storage have also received net financing purchases, with amounts of 41.92 billion yuan, 20.79 billion yuan, 13.11 billion yuan, 8.13 billion yuan, and 7.43 billion yuan respectively. Galaxy Securities points out that driven by the tightening of external regulations and domestic policy support, domestic digital chip manufacturers are expected to accelerate performance expectations in several segmented areas. As the demand for AI computing power gradually moves towards the inference stage, edge AI chip companies will also see a sustained growth window.