A股：6只真正的"光子AI芯片"龙头股,被严重低估!有望突破万亿市值
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">A股：6只真正的"光子AI芯片"龙头股,被严重低估!有望突破万亿市值</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">光子AI芯片，是一种新型芯片，与传统电子AI芯片相比，<span style="color: black;">拥有</span>功耗低、计算速度快的优点，其计算速度<span style="color: black;">达到</span>到后者的千倍以上，而功耗仅为后者的百分之一。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">随着人工智能技术应用范围<span style="color: black;">持续</span>拓宽，AI芯片的算力<span style="color: black;">需求</span>越来越高，为突破传统电子AI芯片的算力瓶颈，光子AI芯片受到关注，<span style="color: black;">作为</span>AI芯片技术升级的重要方向之一。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_jpg/5yuxkkmd511JtLOxic9j4OwxybO89CQIpPFT7wKphLN8ZFOY4BESGU4Alou0nP2NskTGn4VuEYzgqXAVBz7r8fA/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">随着AI芯片面临算力瓶颈，用光子代替电子进行AI计算<span style="color: black;">起始</span><span style="color: black;">面世</span>，<span style="color: black;">日前</span><span style="color: black;">已然</span>有多家初创<span style="color: black;">机构</span>正在<span style="color: black;">科研</span>光子AI芯片，<span style="color: black;">包含</span>曦智科技、光子算数、Lightmatter、Luminous等。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">我国是芯片进口大国，在人工智能产业高速发展背景下，AI芯片进口规模<span style="color: black;">持续</span>扩大。AI芯片是人工智能设备的核心元器件，其需要依靠进口存在供应稳定性<span style="color: black;">危害</span>大、核心竞争力<span style="color: black;">没法</span><span style="color: black;">提高</span>的问题，<span style="color: black;">因此呢</span>AI芯片必须实现国产替代。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">我国“十四五”国家重点<span style="color: black;">开发</span>计划“信息光子技术”重点专项中提出<span style="color: black;">科研</span>光电混合AI加速计算芯片，将有助于我国光子AI芯片行业技术进步</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_jpg/5yuxkkmd511JtLOxic9j4OwxybO89CQIplmRlU8ngU0GSAGKYtnqdQSpGZCXMn9HiblnJnsP3n4Q2qrkTfBDF8UA/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">行业分析</span><span style="color: black;">人士<span style="color: black;">暗示</span>，人工智能技术与各行各业的结合<span style="color: black;">持续</span>深入，应用<span style="color: black;">行业</span><span style="color: black;">持续</span>扩宽，AI芯片的算力<span style="color: black;">需求</span><span style="color: black;">持续</span><span style="color: black;">加强</span>，光子AI芯片<span style="color: black;">亦</span><span style="color: black;">作为</span>AI芯片的重要发展趋势，<span style="color: black;">将来</span>市场前景广阔。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">现<span style="color: black;">周期</span>，<span style="color: black;">全世界</span>光子AI芯片行业<span style="color: black;">处在</span><span style="color: black;">科研</span>与测试<span style="color: black;">周期</span>，即将进入<span style="color: black;">商场</span>化发展<span style="color: black;">周期</span>，市场<span style="color: black;">持有</span>巨大空间，有实力的企业可进入布局。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_jpg/5yuxkkmd511JtLOxic9j4OwxybO89CQIpqTTKTaswPbnd0nf1k8cav0aBtjblKNbVet6Jib5rskTFiaCaks7sBiaLg/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">这是我整理的《</span><span style="color: black;">6只</span></strong></span><strong style="color: blue;"><span style="color: black;">光子AI芯片</span></strong><span style="color: black;"><strong style="color: blue;"><span style="color: black;">龙头</span><span style="color: black;">》</span><span style="color: black;"><span style="color: black;">尤其</span>是最后一只大牛股！</span>记得<span style="color: black;">保留</span><span style="color: black;">保藏</span>，新来的伙伴点点关注！</strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">亨通光电</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">已然</span>完成100Gbps硅光芯片的首件试制和<span style="color: black;">靠谱</span>性测试，完成硅光子芯片测试平台搭建，。<span style="color: black;">机构</span><span style="color: black;">亦</span>正从光纤光缆向技术含量更高的光器件光芯片<span style="color: black;">行业</span>延伸。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">铭普光磁</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">通信磁性元器件<span style="color: black;">开发</span>生产企业;<span style="color: black;">机构</span>光模块以PON光模块和数据中心光模块为主，<span style="color: black;">重点</span>应用于数通市场和电信市场两大领域，<span style="color: black;">机构</span>应用于有线接入网的光模块、光器件以及应用于无线接入网的前传光模块<span style="color: black;">已然</span>规模发货:<span style="color: black;">机构</span>有生产400G光模块，800G高速光模块<span style="color: black;">制品</span>在<span style="color: black;">开发</span>规划<span style="color: black;">其中</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">联特科技</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">机构</span>专注于光通信收发模块的<span style="color: black;">开发</span>、生产和<span style="color: black;">营销</span>，在光电芯片集成、光器件、光模块的设计及生产工艺方面<span style="color: black;">把握</span>一系列关键技术，具备了光芯片到光器件、光器件到光模块的设计制造能力</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_jpg/5yuxkkmd511JtLOxic9j4OwxybO89CQIpAzYrGWpicSphUrIicv3daSH2J2odYMbRnRgZKn4eIZKREiaccP7luST1A/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">长光华芯</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">国内高功率半导体激光芯片龙头企业，主营半导体激光芯片、器件及模块等激光行业核心元器件，在国内乃至<span style="color: black;">全世界</span>具备领先<span style="color: black;">优良</span>。并建<span style="color: black;">成为了</span><span style="color: black;">全世界</span>唯<span style="color: black;">2、</span>国内<span style="color: black;">独一</span>的6吋高功率半导体激光芯片生产线。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">德明利</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">机构</span>现有的VCSEL光芯片项目，<span style="color: black;">重点</span>应用于智能终端、无人驾驶等<span style="color: black;">行业</span>。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">中际旭创</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">专注于10G、25G、40G、100G高速光通信模块及其测试系统的<span style="color: black;">开发</span>与制造，全力打造高端光通讯模块设计与制造<span style="color: black;">机构</span>。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">最后一只最看好，最具<span style="color: black;">潜能</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">在圈子里的<span style="color: black;">伴侣</span>都<span style="color: black;">晓得</span>，辰熙向来眼光独到：圈里子布局的</span><span style="color: black;"><span style="color: black;">紫天科技吃肉70%、睿能科技吃肉45%、金桥信息吃肉74%、联特科技吃肉150%</span></span><span style="color: black;">都是盆满钵满，这<span style="color: black;">亦</span>是粉丝<span style="color: black;">伴侣</span><span style="color: black;">始终</span>跟随的原由，相信便来！看好理由如下：</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">理由一：<span style="color: black;">机构</span><span style="color: black;">开发</span>了参与<span style="color: black;">开发</span>的全国首个海关嗅探<span style="color: black;">设备</span>人，背靠国资委，集市场热点为一身。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">理由二：该股从前期高点<span style="color: black;">调节</span>下来<span style="color: black;">亦</span>是跌去了85%，前期<span style="color: black;">调节</span>比较充分，<span style="color: black;">日前</span>受到风口的催化，从底部<span style="color: black;">亦</span>是逐步的起来，主力<span style="color: black;">亦</span>是<span style="color: black;">连续</span>的加仓。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">理由三：现价是10元以下的，<span style="color: black;">日前</span><span style="color: black;">处在</span><span style="color: black;">提升</span>趋势，60分钟出金叉，<span style="color: black;">同期</span>周线回档到位出金叉了，筹码集中，有望<span style="color: black;">作为</span>下一个剑桥科技。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">为了不打扰主力，就不在<span style="color: black;">这儿</span>多说了，关注私信发送“<span style="color: black;">起步</span>”。</span></p><span style="color: black;">特</span><span style="color: black;">别声明</span><span style="color: black;">：内容仅<span style="color: black;">表率</span>个人观点，不<span style="color: black;">形成</span>任何投资<span style="color: black;">指点</span>，据此买卖，盈亏自负，股市有<span style="color: black;">危害</span>，投资需<span style="color: black;">小心</span>。</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">码字<span style="color: black;">很难</span>，<span style="color: black;">爱好</span>我<span style="color: black;">文案</span>的多多点赞支持，你的点赞是我<span style="color: black;">持续</span>更新的动力，感谢<span style="color: black;">大众</span>的一路支持！</span></p>
认真阅读了楼主的帖子，非常有益。 你的留言真是温暖如春，让我感受到了无尽的支持与鼓励。
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