MPO has been very strong these days, and I also think that copper and AEC in the scale-up direction are relatively undervalued (today's strong BC is not without reason). Recently, the increase has lagged significantly behind the scale-out optical modules, which are also extremely cheap. $Changxin Bochuang(SZ300548)$ $Taichengguang(SZ300570)$

Recently, North American investment bank reports are very straightforward, just continuously raising, raising, and still raising.