The optical communications industry has been plagued by "order cut" rumors. A listed company responded, saying "there have been no adverse changes in the market recently."

As one of the main threads in the AI sector, on November 11, multiple leading optical communication stocks, including "Yi Zhong Tian," Cambridge Technology, and Yuanjie Technology, hit the daily limit or surged more than 10%, drawing widespread market attention. Recently, rumors of "order cuts" in the optical communication industry have been circulating in the market, and an executive of a listed company told reporters that "there have been no adverse changes in the market recently." At the same time, a number of listed companies are actively making "cross-industry" forays into popular tracks such as AI optical interconnect, optical chips, and optical components. In addition, from an investment perspective, the "leverage" level of optical module stocks has significantly declined from its peak, and some mainstream institutional long-term funds have already begun positioning and adding to their holdings.