In today's intraday, A-share optical communication concept stocks have collectively strengthened. Shortly after the opening of the market, Cambridge Technology, Sunsea Intelligence, Huamai Technology, and Qingshan Paper went up and down. Taichenguang, Yuanjie Technology, Xinyisheng, Zhongji Xuchuang, Unicom Instruments, Dongshan Precision, Tianfu Communications, and Shijia Photonics all rose sharply. According to data, within 30 minutes of opening, the optical communications sector received a net inflow of nearly 6 billion yuan in capital from the main market, ranking first in the two markets. On the news side, a piece of news related to the US tech giant Microsoft came out from the periphery, which was interpreted by the market as constituting a positive sentiment for China's optical module sector. Furthermore, Cambridge technology executives recently responded to the “cut order” rumor, saying that the rumor did not match the company's actual business situation. The company currently has strong demand for high-speed optical module orders, the capacity utilization rate continues to be high, and the pace of production and delivery is progressing steadily according to the plan.

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