It’s starting to focus a bit more, and the mood has slightly warmed up!

StrawberryIce · 2026-02-26T05:22:04+00:00

Today, institutional funds have started to become active, especially focusing on the fiber optics and PCB sectors within the NVIDIA industry chain. Market sentiment has improved, and if institutions continue to intervene, computing hardware is expected to see an accelerated upward trend. The performance of fiber optics and CPO is worth watching, and tomorrow's movement will be crucial.

StrawberryIce

2026-02-26 05:22:04

Abstract generation in progress

It’s obvious that institutional funds have started to act here today. Large capital still favors the NVIDIA supply chain, such as CPO, fiber optics, PCB, and computing power. The recent recovery is more driven by sentiment, with a brief respite in mood. However, once institutions join in, there’s a high likelihood that the computing hardware sector will begin a wave of accelerated upward movement, creating a resonance effect. Essentially, this is still within Changfei’s cycle!

[Taogu Ba]

The pre-expected volume is too limited, and I still haven’t dared to do much. After all, this market is still highly dynamic. Only those willing to break through regulations tomorrow will truly succeed. Hengtong Optoelectronics’ fiber optics and CPO are starting to accelerate in three stages, but it’s uncertain and depends on tomorrow!

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