The optical communication concept surged across the board, with the telecom ETF E Fund rising over 2% at one point, as institutions continue to be optimistic about the strong demand in the optical module industry

Optical communication concept stocks surged across the board, with the telecom ETF E Fund rising over 2% at one point. As of April 17, the CSI Telecom Thematic Index increased by 1.45%, and the telecom ETF E Fund is currently up 1.77%. Zhongji Innolight's first-quarter report shows operating revenue of 19.496 billion yuan, a year-on-year increase of 192.12%. First Shanghai Securities is optimistic about the demand in the optical module industry, and Lumentum expects supply and demand to be tight in the next three years, attracting long-term capital to invest in the optical communication industry