CITIC Securities: Continue to be optimistic about the AI sector, especially the optical communication segment

MarsBitNews · 2026-04-09T00:49:31+00:00

Mars Finance News: CITIC Construction Investment Research reports that as of March this year, the daily token usage of the Doubao large model has exceeded 120 trillion, a 1,000-fold increase since May 2024. Zhipu's January ARR was $40 million, with a year-end guidance of $1 billion, representing a 25-fold growth. Nvidia has heavily invested in Marvell to develop silicon photonics technology. The AI sector remains optimistic, including AI applications and AI computing power, especially in the optical communication segment, such as fiber optic cables, optical modules, and optical chips.

MarsBitNews

2026-04-09 00:49:31

Mars Finance reports that a research report from Citic Jiantou Securities said that, as of March this year, Doubao’s large-model daily average Token usage has already surpassed 1.2 trillion, increasing 1,000x since May 2024. Zhipu’s January ARR was $40 million, with an end-of-year guidance of $1 billion, expected to grow by 25x. Nvidia has made a heavy investment in Marvell to develop silicon photonics technology. We continue to be bullish on the AI sector, including AI applications and AI compute power—especially the optical communications segment within it, such as fiber optic cables, optical modules, optical chips, and so on.

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