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Each AI Express, Guojin Securities released a research report on July 16 giving Zhongji Xuchuang (300308.SZ) a buy rating. The main reasons for the rating include: 1) Leading optical module companies successively released impressive performance forecasts, confirming the trend of the AI industry; 2) We expect the company to focus on the volume production of 800G optical modules this year, with the first shipment of 1.6T optical modules likely to maintain a leading position in the industry; 3) North American cloud providers continue to invest in AI algorithm construction, leading to strong downstream demand. (Daily Economic News)
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