ChiNext Index Rises Over 3%, New Easy and Zhongji Innolight Surge

The scale of the move matters more than the index headline: gains above 13-15% in two optical-module names point to concentrated conviction in a single AI-hardware theme, while the breadth of more than 3,800 advancing stocks suggests the rally is not purely thematic. For readers tracking crypto and RWA markets, the signal is indirect but relevant, since Chinese optical-component suppliers sit in the same AI infrastructure supply chain that underpins data-center demand narratives. Whether the leadership stays with these module makers or broadens further is the open question.