On July 10, Zhongji InnoLight (stock code: 300308), a leading optical module manufacturer, saw its share price surge by 6.5%, with trading volume exceeding RMB 20 billion—a recent high. This strong performance is primarily driven by the surging global demand for AI computing power, which has accelerated the growth of the high-speed optical transceiver market. As a key supplier to major tech giants like NVIDIA and Microsoft, Zhongji InnoLight has gained a competitive edge with its advanced 800G and 1.6T optical modules, resulting in continuously rising orders and upwardly revised earnings forecasts. Market analysts note that as data centers upgrade infrastructure and AI server deployments accelerate, high-end optical modules will become a critical growth driver in the communications supply chain over the next few years. The record trading volume reflects strong investor confidence in the company’s long-term growth potential. However, some institutions caution that current valuations are at historically high levels, implying potential short-term volatility, and recommend monitoring upcoming order execution and production ramp-up progress.
7月10日，光模块龙头企业中际旭创（股票代码：300308）股价大幅上涨6.5%，当日成交额突破200亿元人民币，创下近期新高。这一强劲表现主要受益于全球AI算力需求持续爆发，带动高速光模块市场快速增长。作为英伟达、微软等国际科技巨头的核心供应商，中际旭创凭借其在800G及1.6T光模块领域的领先技术优势，订单量持续攀升，业绩预期不断上调。市场分析人士指出，随着数据中心升级和AI服务器部署加速，高端光模块将成为未来几年通信产业链的关键增长点。中际旭创的高成交额也反映出投资者对其长期成长性的高度认可，资金关注度显著提升。不过，部分机构也提醒，当前估值已处于历史高位，短期可能存在波动风险，建议投资者关注公司后续订单落地及产能释放节奏。
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