Recently, the optical module industry leader in the intermediate Xutron because of a single cut rumors triggered market concern, the company quickly acted to clarify; a day later, the intermediate Xutron's “gold father” Nvidia was exposed to the chip failure, Microsoft Google and other technology giants large-scale back orders, behind the two things, contains a lot of information.
Previously, the market rumors that the intermediate Xutron by overseas customers cut orders 30%, affected by this, the intermediate Xutron share price in January 10 closing Times 113.13 yuan / share, down 6.90%. In response, CIIC quickly responded that it has not received any notification of order cuts from any customer, and the demand for 800G from customers in 2025 is robust, with strong order growth. In response to the concern about the demand for pluggable optical modules triggered by CPO integration technology, CIIC indicated that, according to the communication with customers, in the process of uploading 800G and 1.6T products in the next few years, customers will still adopt pluggable optical modules because of its significant advantages in technical stability, reliability and cost. The company also attaches great importance to CPO technology, and has carried out pre-research and technical reserve work.
Online opinions on the clarification of CPO rumors were mixed. Some shareholders expressed confidence in the company's clarification. Some shareholders are also cautious, the market is complex and volatile, to continue to pay attention to the follow-up orders and performance, and do not dare to take positions easily for the time being. In the Oriental wealth net share bar, some shareholders said “the intermediate Xu Chuang 100% cut the order, the stock price does not rise but fall shows that it is true, it's own dead not admit.” , skeptical of the company's clarification.
Reviewing the share price movement of Interchina Xutron in the past year, Interchina Xutron realized revenue of 17.313 billion yuan, a year-on-year growth of 146.26%, and hit an all-time high of 159.68 yuan / share in July 2024, and then retracted. In a large number of orders, there is a “gold master” can not be ignored - NVIDIA. In the current AI hot environment, Nvidia is flourishing, the latest news is to Nvidia poured a pot of cold water: U.S. time on January 13, Nvidia's latest generation of artificial intelligence chip Blackwell in the deployment of data centers encountered serious technical problems, triggering industry shocks. The main failure manifested itself in server rack overheating and chip connection abnormalities, affected by the news, NVIDIA shares in the U.S. stock market in the early morning session once fell more than 4.7%, and ultimately closed down 1.97%. The U.S. government's release of AI-related export controls on Jan. 13 could also have an impact on major chip firms such as NVIDIA. The intermediate Xu Chuang this cut single rumors, and Nvidia “accident” is closely related. U.S. stocks fell, the market's concern about the AI bubble intensified, the stock market is already extremely sensitive to rumors and expectations, in this atmosphere, any negative news may trigger investor sentiment fluctuations, which in turn led to a large reaction in the stock price.