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On the afternoon of October 21, 2025, computing hardware stocks performed strongly. Yuanjie Technology's stock price approached a 20% daily limit, reaching a historic high. Zhongji Innolight, YOFC, Shijia Photonics, and Zhongfu Circuit all rose by more than 10%. Foxconn Industrial Internet, Dongshan Precision, and others were among the top gainers. According to a research report by Industrial Securities, industry chain surveys indicate that demand for 1.6T optical modules continues to be revised upward. Overseas major clients have increased their 2026 procurement plans from 10 million units to 20 million units, primarily due to the accelerated deployment of the GB300 and subsequent Rubin platforms, as well as the rapidly growing demand for network bandwidth in AI training and inference. The 1.6T product has entered the stage of mass production and volume shipment.
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