Zheng Quan Shi Bao·2025-09-21 17:43Group 1 - The core viewpoint of the articles highlights the significant rise in the technology sector, particularly in the optical module segment, driven by hardware investment trends related to artificial intelligence [1][2][3] - The stocks of leading companies in the optical module sector, such as Xinyi Sheng (新易盛), Zhongji Xuchuang (中际旭创), and Tianfu Communication (天孚通信), have shown remarkable performance, with respective increases of 175%, 189%, and 136% since July 1 [2][3] - Several public funds have benefited from this surge, with two funds achieving over 100% returns, and nine others exceeding 90% returns since July [2][3] Group 2 - The optical module industry has demonstrated strong performance, with leading companies experiencing significant year-on-year profit growth, attributed to technological upgrades and the transition of production capacity to China [3][4] - Fund managers have exhibited varied investment strategies, with some maintaining positions in the optical module sector while others have adjusted their holdings based on market conditions [4][5] - The current phase for the optical module sector is seen as a critical period for validation and initial mass production, with expectations for significant growth from 2025 to 2028 [3][6] Group 3 - Some fund managers have expressed concerns about the risks associated with the optical module sector, noting high price-to-earnings ratios and potential volatility due to frequent shifts in market focus [7][8] - Despite short-term risks, the long-term outlook for the optical module sector remains positive, with expectations of continued high growth rates and strong performance from leading companies [8]