[tuyere research insight] has greater value-added flexibility than optical modules. This core component may have a 50% gap between supply and demand next year, and relevant manufacturers are expected to follow optical module manufacturers to go out to sea and cut into overseas large factories such as Google and Meta.

Which industries are dominant in the stage of ① bottom shock? ② has greater value-added flexibility than optical modules. This core component may have a 50% gap between supply and demand next year. At present, the domestic penetration rate is very low. Relevant manufacturers are expected to follow optical module manufacturers out to sea by virtue of price and supply chain advantages, cutting into overseas companies such as Google, Meta, etc. ③ released 191 articles today, the wealth trend rating was upgraded, 11 companies were covered for the first time, and their Societe Generale Silver, Sumida and Darentang were covered by new wealth analysts. ④ ranked first in the ranking of individual stock institutional attention, followed by Bienlefen & gt; Children King & gt; Oriental Yuhong & gt; Ottaway & gt; Stone Technology.