[research and selection] this Beijing state-owned A-share company has the expectation of group asset integration, and the deadline for major shareholders to promise to solve the problem of inter-industry competition is October 21, 2023; the development of AI has led to an increase in demand for optical modules, the company's medium-and long-distance.

①, a Beijing state-owned A-share company, has the expectation of group asset integration, and the deadline for major shareholders to promise to solve the problem of inter-industry competition is October 21, 2023. The development of ② AI has led to an increase in the demand for optical modules, and long-distance and high-speed will become the future development direction. The company's medium-and long-distance optical transceiver module products are in the leading level in the industry. ③ Hunan Radio and Television Resources and IP empower, the company's "literature and tourism + investment" strategic transformation, its Dachen Caizhi is mainly invested by technology enterprises. ④ short-term market pessimism for China's economic growth is already strong, and strategists expect a series of policies in mid-late June to be similar to those in May last year.