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Business·24.04.2026AI özeti
Chinese Optical Module Makers Outpace Kweichow Moutai as AI Infrastructure Boom Creates New Billionaires
Three Chinese optical module manufacturers have seen their stock prices surge 5-10x in the past year, with combined market capitalisation now exceeding baijiu giant Kweichow Moutai. Zhongji Innolight, the world's largest optical module producer, saw shares jump tenfold, while peers Eoptolink and TFC Optical gained more than five times. The firms, which produce components for high-speed data transmission in AI infrastructure, became the second and third most popular stocks among actively managed equity funds in Q1 2026.
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