Optical Sector Shines: Fund Managers Seize Investment Opportunities in Optical Communications
Based on recently disclosed first-quarter 2026 fund reports, multiple funds have taken heavy positions in leading optical module companies. Taking the Rongtong Industry Trend Equity Fund managed by Li Jin as an example, as of the end of the quarter, the fund's top ten heavyweight stocks included Eoptolink, Zhongji Innolight, YUANJIE SEMICONDUCTOR, and TFC. Benefiting from the strong rise in optical modules, the fund's net asset value grew by more than 200% over the past year as of April 17.
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