Optics stocks rally: Eoptolink up 10%, Zhongji Innolight up 9%, TFC up 7%

The synchronized move across three optical-module names, rather than a single outlier, points to sector-level positioning rather than company-specific news, with the ChiNext's concurrent gain suggesting broader growth-board appetite is part of the picture. Optical modules sit on the AI-infrastructure supply chain, so this cluster is a useful read on how that theme is being traded in Chinese equities. What is not established here is the catalyst — no earnings, order or policy trigger is cited — so whether the rally holds beyond a single session, or broadens to peers, is the open question worth watching.