Group 1 - The core viewpoint of the article highlights a resurgence in computing hardware stocks, with significant gains observed in companies like LianTe Technology, which rose over 10% [1] - Morgan Stanley's research indicates that the CPO market is expected to experience substantial growth starting in 2027, with the market size projected to exceed $1 billion by 2028 and surpass $5 billion by 2030 [1] Group 2 - Other companies in the computing hardware sector, such as Shenghong Technology and Xinyisheng, have also reached historical highs, indicating a broader positive trend in the industry [1] - Additional companies like Guangku Technology, Yuanjie Technology, Zhaolong Interconnect, Jingwang Electronics, and Shijia Photon have seen stock increases of over 5%, further reflecting the strength of the sector [1]
算力硬件股再度走强 联特科技涨超10%