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Target price doubles to 2,581 yuan! Goldman Sachs: NVIDIA accelerates demand for 3.2T optical modules, prompting valuation reshaping for Zhongji Xuchuang.

Target price doubles to 2,581 yuan! Goldman Sachs: NVIDIA accelerates demand for 3.2T optical modules, prompting valuation reshaping for Zhongji Xuchuang.

``` The boom in AI infrastructure investment continues to heat up, and as computing systems evolve toward higher-speed interconnection, the optical module industry is ushering in a new round of technological upgrades. On July 17, Goldman Sachs released its latest research report, raising the 12-month target price for Zhongji Xuchuang from
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