Comments on EG

Heli Tan

1 Like · Reply

DeepSeek 是对光模块利好啊, 为了支持DeepSeek等大模型的运行，数据中心需要不断升级网络设备以提高数据处理和传输能力，对高速率的400G、800G甚至1.6T光模块的需求也将持续增长

1 week · translate ·

Choonlim8433 Loh

利好为什么会下跌。可以加码？

Like · 1 week · translate

Heli Tan

因为无知啊，中国A股"除了航锦科技：旗下超擎数智为Deepseek提供光模块和交换机" 涨停，其他光模块CPO股今天都被错杀了

Like · 1 week · translate

Ah Choon Wong

7 Like · Reply

这老牌电子股真不简单，以前買过它的PA , 是時候回来看一看，现今比老牌Gtronic ，Unisem 强多了！

3 months · translate ·

Previous replies (44)

Lam Kun Onn

Is their new plant in batukawan operating ? QR mentioned Q1 hope to see revenue jump

Like · 1 week · translate

Heli Tan

There's no hiring for Batu Kawan Plant as of now, checked through numerous job hiring page ; CIG replied to their investor that they will make major announcement in their annual report related to their Malaysia operation in April, so likely full operation is in March

2 Like · 1 week · translate

刘贤聪

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农历新年前3块应该可以

1 month · translate ·

Previous replies (7)

刘贤聪

今天市场太糟糕了，买在底部就还好

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Wong Kim Soon

好像跌跌不休阴阴的跌最可怕

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Amal Adam

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buy......

1 week · translate ·

Heli Tan

1 Like · Reply

If we read the rules proposed carefully, US companies that build data center in overseas are not affected by the Quotas on AI Chip that includes Data Center in Malaysia.