After the memory sector surged, the optical communication sector quickly followed with a rally. U.S. stocks related to the industry collectively strengthened, with Corning rising over 8% in pre-market trading, and multiple overseas AI computing concept stocks also climbing simultaneously.

Micron's impressive earnings report confirms that the AI industry demand is very strong, with funds rotating and speculating along the computing power industry chain. The order of market movements is basically memory, optical modules, and then transmitting to semiconductor equipment and upstream materials.

The sector trends are oscillating back and forth, with repeated fluctuations. Those who missed the rally are waiting for a deep correction to enter, while holders can steadily harvest the market dividends by maintaining their positions. Do not be easily shaken out by short-term volatility; stick to the tech main line and reduce frequent trading.