A Chinese broker published a note arguing that market pessimism on the optical interconnect sector is overdone, as the FCC ban's impact is weakening and near-term catalysts from Q3 earnings and the OCP conference are approaching.
The broker recommends focusing on certainty and short-term catalysts in optical interconnect, naming Tianfu Communication, Changying Tong, Accelink, Linktel, Shijia Photons, Zhongji Innolight, and Eoptolink as key picks.
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