Why has Yi Zhongtian surged, and why is Tianfu the only strong one?
laoduo
Why has Yi Zhongtian surged, and why is Tianfu the only strong one? First, let's send out a video version. Then, let's do some extended reading. Over the weekend, news came that Google's shipment forecast for TPU in 2027/28 has been significantly revised up to 5-7 million units, confirming that its TPU is shifting from self-use to external sales to major clients like Meta. This change has eliminated the core concerns of the market regarding TPU supply bottlenecks, confirming the emergence of a reliable second pillar in the AI accelerator market beyond Nvidia, and bringing new, certain growth demand to the high-speed optical communication industry chain (especially OCS and 1.6T optical modules). This is the overall logic for the rise of CPO and OCS. So why is Tianfu the only strong player?
Research shows that Tianfu Communication has successfully secured the high-end optical chip production capacity from Lu-m-e-n-t-um (Google's supplier), clearing the obstacles for the large-scale production of its 1.6T optical engine. It is expected that with sufficient chip supply, the company's 1.6T optical engine output is expected to achieve a 60% quarter-on-quarter growth. Benefiting from the release of production capacity, the company is accelerating deliveries to the two major computing giants in North America (Nvidia and Google). It is worth noting that Google has recently placed large-scale urgent orders for the 1.6T optical module. Due to the overall expansion cycle of the industry, there is currently about a 30% supply gap in the market, and it is expected that related product prices and gross margins will remain high. The logic of the industry and individual stocks has been explained. Essentially, it's still a story, just listen to it, no need to take it too seriously. Whether it's Google's narrative or Nvidia's narrative, the underlying thinking is about whether there is a bubble in AI. If you think it has ended, that AI is over, then let go as soon as possible.
If you think it is still in a developmental stage, then every pullback and every opportunity on the right side must be seized bravely. Currently, Google's advantages and valuation are significantly better than Nvidia's. So my suggestion is to choose Google, just wait. Whether it's OCS or the supplies from Google and Nvidia, the key now is to have a position, rather than choosing which stock is right. By the way, the US stock market opened slightly down during the night session, but it's only a little over 1 point away from a new high, there are opportunities for new highs, no need to get tangled up in these days. Tonight, Trump has started his online manipulation again: I will release a single rule executive order on artificial intelligence this week. If we are to maintain our lead in AI, we must have only one set of rules manual. To explain simply, this set of rules will likely be about policy control over AI, similar to what he did before with semiconductors, requiring some to build factories in the US, and others to comply with orders to prohibit sales. The rise and fall all depend on Trump, the line-drawing expert is back online. Last week, Trump just mentioned robots, and the robot sector went crazy ahead of time, this time he is going to bless AI.
After saying all that, considering the recent rapid rotation. For sectors that have sudden rotations, if you miss out on the day, just wait for a pullback to the ma5. It's the hardest to choose sectors during a broad rise; they all seem to have opportunities, but they might all just be a one-day trip. But fortunately, the trading volume has already exceeded 2 trillion, which is obviously in the right-side range. The spring offensive has arrived early! Institutions are also replenishing their positions. At this time, I still suggest everyone to increase their positions, as vague correctness is more important! Finally, remember to review the Google chain, refer to the previous text to deepen your impression, and don't squat in the wrong place!
