$BTC 🚨 The broader market is falling
but optical communications suddenly took off!
Some leaders surged more than 3%
September 11
A-shares came under broad pressure
but the optical communications sector was clearly different
中际旭创 surged 4.03%
新易盛 rose 2.94%
Some optical module stocks even hit the daily limit-up
There is actually just one reason behind this
AI is still voraciously consuming computing power
and the more computing power there is, the more data transmission cannot afford to fail
800G is now being deployed at scale
1.6T is beginning to enter large-scale deployment
and the industry