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Optical Communication Sector Sees Continued 'Order Cut' Rumors; Listed Companies Say 'No Adverse Market Changes Recently'
20 hour ago /
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Author：小编
On November 11, the optical communication sector traded actively, with several leading stocks hitting the daily limit or gaining more than 10%, drawing market attention. Regarding recent industry rumors of 'order cuts,' an executive at a listed company said there have been no adverse changes in the market. Meanwhile, multiple listed companies are actively expanding across sectors into popular tracks such as AI optical interconnection, optical chips, and optical devices. From an investment perspective, the leverage level of optical module stocks has fallen significantly from its peak, and some mainstream institutional long-term funds have already increased their positions.
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