一图了解AEC、AOC概念股
Xuan Gu Bao·2025-12-08 06:38

Group 1 - The article highlights the strong quarterly performance of Credo, an AEC company, which saw a stock increase of over 10% on the 2nd, following a cash and stock acquisition of Celestial AI for approximately $3.25 billion, focusing on photonic interconnects [1] - AEC (Active Electrical Cable) includes components such as copper cables, connectors, Retimer chips, and PCBs, with Retimer chips amplifying signals to extend copper cable connection distances [1] - AOC (Active Optical Cable) consists of optical modules and fiber cables for high-speed signal transmission, differing from DAC (Direct Attach Copper) in terms of power consumption and distance capabilities [1] Group 2 - Companies involved in AEC include XinKe Materials, which has a market cap of 7.387 billion and is producing 240,000 high-speed copper connections for 800G and 1.6T [2] - Huilv Ecology, with a market cap of 11.184 billion, has launched AEC series products with mass production capabilities [2] - Zhaolong Interconnect, valued at 14.297 billion, is a leader in high-speed cables, delivering single-channel 112G AEC solutions [2] Group 3 - Companies in the AOC sector include Longfly Fiber, with a market cap of 45.193 billion, currently in the trial certification phase for AOC products [3] - Huagong Technology, valued at 75.253 billion, has achieved bulk delivery of 200G AOC products [4] - New Yisheng, with a market cap of 334.244 billion, has released 800G AOC products [4]

一图了解AEC、AOC概念股 - Reportify