[There are constant rumors of "cutting orders" in the optical communications industry. A listed company responded that "there have been no adverse changes in the market recently."] November 12th, as one of the main lines of the AI ​​​​track, on November 11th, many leading optical communications stocks including "Yizhongtian", Cambridge Technology, Yuanjie Technology, etc. hit the limit or rose by more than 10%, attracting widespread market attention. Recently, there have been constant rumors in the market about "cutting orders" in the optical communications industry. An executive of a listed company told reporters that "there have been no adverse changes in the market recently." At the same time, a number of listed companies are actively "crossing over" into the industry and entering popular tracks such as AI optical interconnection, optical chips, and optical devices. In addition, from an investment perspective, the "leverage" level of optical module stocks has dropped significantly compared with the peak period, and some mainstream institutions' long-term funds have made arrangements to increase their positions. (Securities Times)