CSC Financial: General equipment showed signs of recovery in Q1 2026, recommending high-growth segments such as gas turbines.

Among specialized equipment, demand driven by AI capital expenditure and the reshaping of the global energy landscape is the most robust.

Zhitong FinanceMay 13 02:09 ET

Eco Optoelectronics: First Quarter Report for 2026

SZSIApr 27 12:00 ET · Announcements

First Quarter Report for 2026

SZSIApr 27 12:00 ET · Announcements

Rainbows and Unicorns: The Hefei I-TEK OptoElectronics Co., Ltd. (SHSE:688610) Analyst Just Became A Lot More Optimistic

Simply Wall StApr 24 21:36 ET

Orient Securities: Accelerated expansion of optical modules highlights the urgency of domestic substitution in high-barrier segments.

Optical modules are core components for photoelectric signal conversion. The growing scale of AI large model training and inference is driving increased demand for computing power, thereby promoting the need for interconnection within supercomputing clusters and data centers, leading to a rise in demand for optical modules.

Zhitong FinanceApr 14 01:41 ET

Eco Optoelectronics: Summary of the 2025 Annual Report

SZSIMar 30 12:00 ET · Announcements