Yangtze River Communications team published a note arguing that pessimism in the AI/optical module sector is overdone, citing FCC policy expectations fading, clarity on AI revenue accounting, and a severe optical chip shortage. They recommend focusing on oversold large-cap names and second-tier module makers ahead of October catalysts.
Broker sees opportunity in pessimism for China's optical module sector, expecting an October rebound and favoring oversold leaders and second-tier players.
Free preview — more China A-share & HK research · About Us · Legal & Privacy