---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42303854.md"
description: "$Everbright(688048.SH)$YUANJIE SEMICONDUCTOR(688498.SH)$Shijia Photons(688313.SH)$Lumentum(LITE.US)The stock of Changguang Huaxin, which supplies LITE, has been surging month after month, and it's up another 20% today. LITE keeps falling day after day. China's optical communications sector has been rallying for three months, while the US optical communications stocks have been falling for two months straight. It's so unfair. A friend asked me to buy Changguang Huaxin last night, but I saw it needed 100,000 yuan, and I didn't have enough money, so I didn't buy it."
datetime: "2026-06-30T03:09:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42303854.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42303854.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42303854.md)
author: "[双双2026](https://longbridge.com/en/profiles/17201815.md)"
---

# $Everbright(688048.SH)$YUANJIE SEMICONDUCTOR(68849…


### Related Stocks

- [688498.CN](https://longbridge.com/en/quote/688498.CN.md)
- [688313.CN](https://longbridge.com/en/quote/688313.CN.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [688048.CN](https://longbridge.com/en/quote/688048.CN.md)

## Comments (9)

- **双双2026 · 2026-06-30T15:55:16.000Z**: My A-shares rose 50% this month, all in tech stocks. My US stocks only started making money today this month...
  - **ns5ei3听夏雨** (2026-06-30T15:58:20.000Z): My A-share funds keep going up every day, I just lay flat without moving and gained dozens of points, while US stocks are volatile with big ups and downs and I'm still down 2% now. Let's see if it can
- **ns5ei3听夏雨 · 2026-06-30T15:47:31.000Z**: Have to say, the A-share market performed really well in June, while the U.S. stock market was quite volatile, and I even lost a bit in June 😂
- **素时听风 · 2026-06-30T08:38:49.000Z**: But this price-to-dream ratio is also sky-high
- **左储右光 · 2026-06-30T08:21:27.000Z**: Not a supplier of Lite
- **破晓之翼 · 2026-06-30T04:47:31.000Z · 👍 2**: Suddenly remembered the theory of comparative advantage. For investment, prioritize choosing the relatively strongest in a particular market. US semiconductor stocks have a relative advantage, while A-share optical communication stocks also have a relative advantage.
- **每天都吃肉 · 2026-06-30T04:09:52.000Z**: Only the light of China is the true light.
- **深蹲达人 · 2026-06-30T03:40:54.000Z · 👍 1**: The liquidity of A-shares is too good, and with the market sentiment rising, all stocks are soaring. GigaDevice's recent performance has been better than SanDisk and SK Hynix.
  - **双双2026** (2026-06-30T03:56:03.000Z): lj's lite. Crying to death.