天风证券给予烽火通信增持评级,光通信为基,算力服务作为新增长引擎未来可期
Group 1 - The core viewpoint of the report is that Fenghuo Communication (600498.SH) is rated as "Buy" due to its strategic positioning in both optical communication and computing power services [2] - The company is recognized as a leader in the optical communication industry, indicating its strong market presence and innovative capabilities [2] - The computing power services segment is expected to benefit from the trends in AI and big data, serving as a new growth engine for the company [2]