YOFC(SH:601869) 券商中国·2025-12-22 07:19Core Viewpoint - The computing power industry chain is experiencing a significant resurgence, with various sectors such as optical modules, optical communication, and optical chips showing strong performance, driven by increasing demand for computing power due to rapid technological advancements in large models [1][3]. Group 1: Market Performance - The computing power industry chain saw a substantial increase, with the Tongdaxin CPO index rising over 3% to reach a new high [1]. - Key stocks such as Changfei Fiber, TeFa Information, and Hengtong Optic-Electric hit their daily limit, while others like Longxin Bochuang and Zhishang Technology rose over 12% [3]. - The surge in the A-share market is attributed to the strong performance of AI-related stocks in the US, with companies like Lumentum and Nvidia showing significant gains [3]. Group 2: Technological Developments - The MUSA Developer Conference showcased advancements from Moore Threads, including a new GPU architecture and a high-performance AI training chip [4]. - The launch of the Doubao large model and the Seedance 1.5 pro model by Volcano Engine indicates ongoing innovation in AI applications [5]. - The rapid increase in demand for AI applications is evidenced by the soaring usage of Doubao, highlighting the competitive landscape among major internet companies in the large model sector [6]. Group 3: Industry Outlook - Analysts predict that the AI-driven demand for computing power will continue to grow, with significant implications for sectors such as servers, AI chips, optical chips, and storage [6]. - The AI boom is expected to reshape the demand for optical fibers and cables, leading to a new supply-demand cycle in the industry [7]. - The domestic GPU market is also seeing increased activity, with several companies preparing for IPOs, indicating a robust future for AI computing infrastructure [6].