A股異動 | 中際旭創升6% 新產品800G供不應求 看好明年更大規模增長
格隆匯5月17日丨中際旭創(300308.SZ)升6.09%,報81.5元,總市值653億元。中際旭創2023年5月16日接受機構調研時表示,由於800G是新產品才剛剛上量,處於供不應求的狀態,價格還不錯。公司的重點客户也不會去用太多供應商,一般在2至3家,生態還是比較健康的。客户需求集中,對我們較為有利。他們還表示,今年以來,海外客户在雲數據中心200G和400G需求有不同程度的下降,但800G需求增長迅速,特別是來自AI方面的需求大超年初預期,旭創佔據了較高份額。下半年三、四季度我們會以保障訂單順利交付為主,儘可能多地出貨。我們也非常看好明年800G更大規模的增長。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.