A-Share Optical Communication Stocks Rally; Sector Draws 6B Yuan in 30 Minutes

The significance here is less about Microsoft than about how quickly a single piece of overseas chatter can redirect domestic flows: a sector pulling the largest main-force inflow of the session within half an hour suggests momentum trading is doing the work, not fresh fundamentals. It matters most for A-share optical module names, where sentiment is highly sensitive to US hyperscaler signals. Whether the inflow holds past the opening burst, or fades as the chatter goes unconfirmed, is the open question worth watching.