TREE NEWS reports: Main-force funds sold a combined roughly 4.77 billion yuan of four Chinese AI hardware names, led by optical module maker Zhongji Innolight with 1.714 billion yuan of net selling and Eoptolink with 1.480 billion yuan. GigaDevice and ChangXin Memory were also among the top main-force net sellers. Across the market, 126 stocks saw net outflows above 100 million yuan versus 61 with net inflows above that level.
China AI Hardware Stocks See 4.77B Yuan in Main-Force Outflows Led by Zhongji Innolight
AI take
The scale of institutional selling concentrated in optical-module names suggests positioning is being unwound at the component layer of the AI supply chain rather than across the theme broadly. Breadth reinforces that tilt: outflow names outnumber inflow names roughly two to one. Whether this reflects rotation into other AI hardware segments or a broader de-risking of China's AI trade is the open question, with optical interconnect demand signals the natural next thing to watch.
Generated by AI for reference only.
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