EOPTOLINK(SZ:300502) Xuan Gu Bao·2025-07-15 08:19Market Overview - The market experienced fluctuations with mixed performance across the three major indices, as AI hardware stocks surged while power and photovoltaic sectors faced declines. Over 4,000 stocks in Shanghai, Shenzhen, and Beijing markets closed lower, with total trading volume reaching 1.64 trillion [1]. Key Highlights 1. Optical Communication Sector - The optical communication sector saw significant gains, with stocks like New Yi Sheng and Yue Ling Co. hitting the daily limit. New Yi Sheng projected a net profit of 3.7 billion to 4.2 billion yuan for the first half of 2025, representing a year-on-year increase of 327.68% to 385.47% [4][5]. 2. Computing Power Sector - The computing power sector also performed well, with companies like Weichai Heavy Machine and Fuda Alloy reaching daily limits. Meta's CEO announced a multi-billion dollar investment in AI, indicating strong demand for computing power [7][8]. 3. AI Large Models - AI large model stocks strengthened in the afternoon, with companies like Fanwei Network and Cloud Ding Technology hitting daily limits. The market anticipates the release of new AI models, which could enhance commercial applications [11][13]. 4. Market Trends and Predictions - Analysts predict that the optical module market will evolve towards 800G/1.6T, with the market size expected to exceed $16 billion (approximately 112 billion yuan) by 2029. Chinese manufacturers are gaining a dominant position in the global optical module market [6][10]. 5. Performance of Individual Stocks - Notable stock performances included New Yi Sheng (+20%), Yue Ling Co. (+10.03%), and Zhong Ji Xu Chuang (+16.68%). The overall trend indicates a strong interest in companies involved in AI and optical communication technologies [5][17].