摩根大通：将辉瑞(PFE.N)目标价从30美元下调至28美元。

RBNZ to announce interest rate decision in ten minutes.

Xin Feiguang’s optical-module plants are operating at full capacity. Guangming factory monthly output is about 100,000 800G modules and 40,000 1.6T modules; the North America plant produces roughly 10,000 1.6T modules per month. The company has won a major North American customer and plans further capacity expansion, targeting about 40 billion yuan in annual revenue within roughly three years. Founded by OFILM founder Cai Rongjun, Xin Feiguang is in a critical mass-production phase, seeking OFILM’s mass-production expertise and may pursue capital-level cooperation with OFILM to secure support.