Huaxi Securities: Explosive demand for inference, optical module industry still has high growth potential.

date
18/07/2025
Huaxi Securities research report indicates that the demand for overseas AI, especially from new businesses, is rapidly increasing. The volume of tokens is showing an accelerating growth trend, which continues to drive high investment in AI Capex. In the medium to long term, AI applications are still in the very early stages, and as a fundamental component for expanding computing power clusters, the optical module industry still has high growth potential.