追光20240603

Summary of Conference Call Company/Industry Involved - The discussion revolves around the technology related to 3.2T optical modules and its implications for listed companies' profitability. Core Points and Arguments - The company is addressing investor inquiries regarding the timeline for the 1.6T technology, emphasizing that the focus is now on the upcoming 3.2T technology, which is expected to be tested in small batches by early 2026 [1]. Other Important but Possibly Overlooked Content - The mention of the 3.2T technology indicates a significant advancement in optical module capabilities, which could impact market dynamics and competitive positioning for companies involved in this sector [1].