Tianfu Communication hits 20% limit-down in late trading; Eoptolink, Zhongji Innolight slump

The synchronized move across all three optical-module names points to a sector-wide repricing rather than a single-company issue, with Tianfu's limit-down suggesting the selling pressure was most acute where liquidity thinned late in the session. For holders of the AI-optics trade, the key question is whether this reflects positioning unwind after a strong run or a genuine shift in demand expectations, since the item offers no fundamental catalyst. Whether the group stabilizes together, or Tianfu's limit-down bleeds into further weakness in Eoptolink and Zhongji Innolight, is the open question worth tracking.