As one of the main lines of the AI circuit, many leading optical communications stocks, including “Yi Zhongtian”, Cambridge Technology, and Yuanjie Technology, rose or surged more than 10% on November 11, attracting widespread attention in the market. Recently, rumors about “cutting orders” in the optical communications industry have continued in the market. Some executives of listed companies told reporters that “there have been no adverse changes in the market recently.” At the same time, a number of listed companies are actively “crossing borders” and entering popular tracks such as AI optical interconnection, optical chips, and optical devices. Also, from an investment perspective, the level of “leverage” in optical module stocks has declined markedly from the peak period, and some mainstream institutions have already allocated long-term capital and increased their positions one after another.

As one of the main lines of the AI circuit, many leading optical communications stocks, including “Yi Zhongtian”, Cambridge Technology, and Yuanjie Technology, rose or surged more than 10% on November 11, attracting widespread attention in the market. Recently, rumors about “cutting orders” in the optical communications industry have continued in the market. Some executives of listed companies told reporters that “there have been no adverse changes in the market recently.” At the same time, a number of listed companies are actively “crossing borders” and entering popular tracks such as AI optical interconnection, optical chips, and optical devices. Also, from an investment perspective, the level of “leverage” in optical module stocks has declined markedly from the peak period, and some mainstream institutions have already allocated long-term capital and increased their positions one after another.