$Eoptolink(300502.SZ) Suzhou TFC Optical Communication surged eight percentage points. The A-share optical communication sector hits new highs every day, while the US stock optical communication sector is really the trash among trash.

On the news front, Citigroup raised the target prices for Suzhou TFC Optical Communication, Dongshan Precision, and Tianfu Communication, stating that the global optical interconnect industry's total market size could reach $92 billion by 2028, with a three-year compound annual growth rate of 65%.

Analysts including Kyna Wong said in the report that during this period, due to technology upgrades, the compound annual growth rate of the average selling price is expected to reach 18%. They raised the target price for Suzhou TFC Optical Communication by about 98% to 701 yuan, benefiting from the evolution of 3.2T/NPO (Near-Packaged Optics) technology. The target price for Dongshan Precision was raised by about 56% to 350 yuan, optimistic about its increasing market share in the optical chip/module field. The target price for Tianfu Communication was raised by about 32% to 419 yuan, as a core beneficiary of CPO (Co-Packaged Optics).

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