The concept of optical communication has rebounded, with Suqian Liansheng hitting the daily trading limit.

In the morning session, optical communication concepts experienced a volatility rebound, with optical chips leading the surge. Suqian Liansheng hit the daily limit, while Liant Technology, Shijia Photon, Yunnan Germanium, Changguang Huaxin, Xinye Technology, and Yuanjie Technology all recorded significant gains. On the news front, AXT, a company specializing in indium phosphide substrates, saw a rise of 28.74% last Friday and 26.97% last Thursday, for a two-day cumulative increase of 63.45%. Michael Hurlston, CEO of a leading overseas optical communication company, recently stated at the RAISE Summit that the current supply gap of indium phosphide lasers for AI data centers has exceeded that of the storage industry, becoming a significant bottleneck limiting the expansion of AI optical networks.