300308

📌 6x optical-communication “bull stock” performance doubles and surges again; another batch of A-share companies issue profit-growth forecasts

🍖 Chopper says:
This news is directly related to optical-module stocks like InnoLux (300308). From last year’s low point to now, it has risen about 6x. Recently, its earnings pre-announcement said that profits will double. The main driver is demand for optical modules boosted by AI compute capacity. From a retail investor’s perspective, chasing a stock that has already climbed 6x carries significant risk—but the performance is indeed being delivered.

The reason I’m bullish is that the AI arms race hasn’t stopped. North American cloud providers are still spending big on 800G optical modules. As a key supplier, InnoLux has strong order visibility extending into next year. The risk is that the stock price has already priced in future expectations; if orders fail to meet expectations, the stock could fall quickly. Compared with Cambridge Technology (603083)—another optical-module stock—Cambridge has greater earnings sensitivity, but it’s also more volatile. InnoLux, at least, is steadier in terms of its leading position.

#300308 #603083 #A股