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300502.SZ

EOPTOLINK TECHNOLOGY INC LTD
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Price
$659.01
+52.24 (+8.61%)
Day Range
595.01–660.06
52w Range
77.77–660.06
Mkt Cap
$656.31B
Sector
Technology
Fwd P/E
18.2
Beta
0.75
Generating AI analysis…

    Research · 5

    1. 行业5月14日
      全球AI光模块需求：供给瓶颈掩盖结构性上行周期；预期上调仍不充分
      AI光模块需求加速，供给瓶颈掩盖结构性上行周期
    2. 研报4月7日
      大中华区科技硬件：AI收发器：NPO新订单或预示积极需求前景
      Greater China Technology Hardware: AI Transceivers: New NPO Orders Could Imply Positive Demand Outlook
    3. 研报4月2日
      AI光模块需求增长盖过CPO担忧；智能手机前景苹果与安卓阵营分化
      Greater China Technology Hardware: China Summit 2026 Feedback: AI Transceivers and Smartphones
    4. 研报3月25日
      人工智能光模块市场将在结构性智能手机疲软背景下于2028年前增长两倍；苹果供应链优于安卓供应链
      Investor Presentation: Greater China Technology Hardware: AI Transceivers: Growth Dominates Disruption; Big Smartphone Downturn Ahead – Prefer Apple Supply Chain to Android Supply Chain
    5. 研报3月13日
      光迅科技、天孚通信、中际旭创：OFC 2026将成为缓解CPO担忧的催化剂
      Greater China Technology Hardware: AI Transceiver: Catalyst Previews - 2026 OFC