[Sinolink Communications] Focus on Rebound Opportunities in Optical Communications Sector - 260731

English summary

### [Sinolink Communications] Focus on Rebound Opportunities in Optical Communications Sector - 260731 Time: 2026-07-31 10:18:19 Content: [Sinolink Communications] Focus on Rebound Opportunities in Optical Communications Sector - 260731 1️⃣ #Bad news exhausted, external environment strengthening: CSP earnings all released, interest rate meeting concluded, Samsung chairman bought back company stock, SA liquidation blow-up, U.S. stocks strengthened. AWS cloud computing growth beat expectations, raised 2026 capex, and believes the cloud computing market is a trillion-dollar scale. 2️⃣ #New AI narratives emerging: 1) #RSI: using AI to train large models, the self-iteration speed of AI large models will increase exponentially. Undoubtedly, this will increase computing power demand. Although training itself has no direct return in the short term, after model capability upgrades, it can boost ARR. ...