Hengtong Optic-Electric Co., Ltd. in 1 story
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Bull side
1 story- AI Data Centers Go Optical
600487.SS in “AI Data Centers Go Optical”
FadingExposure: not rated yetScaling AI clusters now depends on photons moving data faster than copper can.
Hengtong is a major Chinese producer of optical fiber, cable and related network systems that should benefit as AI campuses require denser fiber infrastructure.
Bear side
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