Recently, with the rapid development of AI technology, some AI concept stocks in the US stock market have performed remarkably well. Well-known companies like Nvidia have been at the forefront. At the same time, in the A-share market, optical modules, as the core technological components for AI data transmission, are also seeing a rapid increase in demand, attracting the attention and investment of many.

This demand growth has led to significant increases in the stock prices of some companies, such as "Yizhongtian" and related concept stocks. Throughout the year, several companies have seen astonishing stock price increases: Xinyi Sheng has surged an incredible 340%, Zhongji Xuchuang has risen nearly 250%, and Tianfu Communication has also increased by about 190%. Others like Yuanjie Technology and Juguang Technology have also performed well.

However, the current boom in optical modules has begun to spark discussions among institutions, with some continuing to have a positive outlook on the future performance of this sector. Guosheng Securities believes that the optical module industry is experiencing a transition from performance growth to valuation enhancement, which may receive dual momentum in the future. From the overall perspective of the industry, the closed-loop development of the AI industry is very clear, with related business activities of enterprises shifting from cost centers to growth engines, which may subsequently achieve valuation premiums.

Similarly, other brokerages have pointed out that under the backdrop of positive market sentiment, leading companies in the optical module sector may attract more capital, as they possess advantages in technology, customers, and market share. Continuous technological upgrades may also further enhance stock valuations.

Goldman Sachs believes that although the company's stock price has risen recently, its valuation remains within a reasonable range. Citigroup expects high visibility for future demand, and the valuation of optical module companies is likely to be reassessed to a higher level.

However, some institutions have begun to express opposing views. Morgan Stanley has adopted a more cautious stance, believing that market sentiment has become exuberant, and the fundamental advantages of light module stocks have already been reflected in their prices, advising investors to take moderate profits. They pointed out that the earnings growth potential of some companies has already been absorbed by the current stock prices, and further upside may be limited.

Overall, with the widespread application of AI, the development prospects of the optical module industry are still worth following, but investors need to closely monitor market dynamics and carefully assess the fundamentals of companies. It is essential to remain calm and rational when investing.

Disclaimer: This article is for reference only and does not constitute any investment advice. Past performance does not indicate future results.