Zhongji Innolight, Eoptolink Say Operations Normal After US Tech Selloff

The two companies are effectively answering a market question rather than a business one: the selloff was a sentiment shock in AI hardware, not a demand signal, and the statements are an attempt to separate optics suppliers from that repricing. What matters is that overseas orders and delivery schedules — the part of the business most exposed to US AI capex — are described as unchanged, which puts the burden of proof on forthcoming order data rather than on the share-price reaction. Whether that reassurance holds through the next reporting cycle, and whether the sector-wide decline continues independent of fundamentals, is the open question.