Optical module leader Zhongji Xuchuang A+H shares both dived at the end of today. According to the news, the management of the US optical communications manufacturer Applied Optoelectronics sent a positive signal during the performance call, saying that demand for AI infrastructure is strong, customer demand is about 20% to 40% higher than its current supply capacity. 800G revenue is expected to increase nearly fivefold in the third quarter. The first 1.6T product will complete customer certification and be shipped in the latter half of the third quarter, and it was revealed during the call that it had more than 2.16 billion US dollars in T orders. According to some market opinions, AAOI's production capacity in the US is its core selling point, and it may give it a certain advantage in customer competition, which in turn puts pressure on the valuation of domestic optical module leaders such as Zhongji Xuchuang. Regarding the market's concerns about the order situation, the relevant person in charge of Zhongji Xuchuang Securities affairs said that for issues related to orders, etc., you can refer to the content of the investor relations campaign published by the company in July 2026, and the relevant order statements are still valid until now.

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