成都中专生，干出3500亿

Core Viewpoint - The article highlights the significant growth and investment potential of New Yisong, a leader in AI-era computing infrastructure, particularly in the optical module business, which has seen a remarkable increase in revenue and stock price due to the rising demand for AI technologies [5][8][9]. Group 1: Company Performance - New Yisong achieved a revenue of 10.437 billion yuan in the past six months, representing a year-on-year growth of 282.64%, with net profit soaring by 355.68% to 3.942 billion yuan [9]. - The operating cash flow net amount increased fourfold to 953 million yuan, indicating strong cash generation capabilities [9]. - The company is expected to see its performance triple in 2024, with optical module production volumes reaching 9.79 million and 8.73 million units [13]. Group 2: Market Position and Products - New Yisong specializes in optical modules, which are essential for data transmission infrastructure, serving major clients like Nvidia, Microsoft, and Amazon [11]. - The company has been at the forefront of innovation, launching the industry's first low-power 400G optical module in 2018 and subsequently introducing 800G and 1.6T products [13]. - The demand for optical modules is driven by the explosive growth of AI technologies, leading to a competitive landscape where New Yisong is well-positioned to capitalize on the increasing need for high-bandwidth data transmission [13][23]. Group 3: Leadership and Background - The founder, Gao Guangrong, started his career in the optical communication industry at a young age and founded New Yisong in 2008 after nearly 20 years of experience [16][18]. - Under his leadership, New Yisong has transformed from a domestic-focused company to a significant player in the global supply chain for cloud giants [18]. Group 4: Investment Landscape - The stock structure of New Yisong is relatively dispersed, with the top two shareholders holding 14.53% of the shares, while several funds occupy half of the top ten shareholder positions [21]. - Institutional investors are optimistic about New Yisong, contributing to its soaring valuation and substantial returns for those who invested early [22][25]. - The article notes the emergence of other companies in the AI computing space, such as Cambrian and Industrial Fulian, which have also seen significant stock price increases, indicating a broader trend in the hard technology sector [24].