After-hours riot in the optical module sector: $AAOIon on BSC surged first 🔥
On-chain data:
• BSC social hotness ranking #3; hotness 190,000; sentiment Positive
• 15-minute K-line: 125.7 → 135.8 (about +8%)
• Approx. $1.57B in 24h trading volume
The spark: According to reports from overseas media, the US plans to restrict China’s AI hardware/optical module exports (not yet officially confirmed). After-hours, the “three brothers” of US-listed optical modules all jumped together: AAOI +15~17%, COHR +11%, LITE +6%.
Sector linkage is very direct: on BSC’s hotness leaderboard, AAOI, COHR, and LITE all squeezed into the top five at the same time. The tokenized versions $COHRon and $LITEon also show movement.
Quick reminder: The policy is still in the reporting/proposal stage, and after-hours volatility is already high. Tokenized stocks ≠ direct holdings. On-chain liquidity is thinner than US stocks, and chasing pumps can be uncomfortable. First, see whether this thread can be verified—don’t get carried away.
Will this “restrictions on China’s optical modules” storyline continue to build momentum like last time with storage chips? Drop your thoughts in the comments 👇
#bStocks #RWA #光模块
On-chain data:
• BSC social hotness ranking #3; hotness 190,000; sentiment Positive
• 15-minute K-line: 125.7 → 135.8 (about +8%)
• Approx. $1.57B in 24h trading volume
The spark: According to reports from overseas media, the US plans to restrict China’s AI hardware/optical module exports (not yet officially confirmed). After-hours, the “three brothers” of US-listed optical modules all jumped together: AAOI +15~17%, COHR +11%, LITE +6%.
Sector linkage is very direct: on BSC’s hotness leaderboard, AAOI, COHR, and LITE all squeezed into the top five at the same time. The tokenized versions $COHRon and $LITEon also show movement.
Quick reminder: The policy is still in the reporting/proposal stage, and after-hours volatility is already high. Tokenized stocks ≠ direct holdings. On-chain liquidity is thinner than US stocks, and chasing pumps can be uncomfortable. First, see whether this thread can be verified—don’t get carried away.
Will this “restrictions on China’s optical modules” storyline continue to build momentum like last time with storage chips? Drop your thoughts in the comments 👇
#bStocks #RWA #光模块