Zhongji Xuchuang’s A and H shares tumbled at the close after US optical supplier Applied Optoelectronics (AAOI.O) said AI‑infrastructure demand exceeds its current supply by about 20–40% and signalled a rapid ramp: 800G revenue expected nearly fivefold QoQ in Q3, and its first 1.6T product to complete customer qualification in coming weeks and ship in late Q3. AAOI disclosed more than $200m of 1.6T orders. Market participants said AAOI’s US onshore capacity could give it a sourcing advantage and

Zhongji Xuchuang’s A and H shares tumbled at the close after US optical supplier Applied Optoelectronics (AAOI.O) said AI‑infrastructure demand exceeds its current supply by about 20–40% and signalled a rapid ramp: 800G revenue expected nearly fivefold QoQ in Q3, and its first 1.6T product to complete customer qualification in coming weeks and ship in late Q3. AAOI disclosed more than $200m of 1.6T orders. Market participants said AAOI’s US onshore capacity could give it a sourcing advantage and pressure valuations of Chinese optical‑module peers. Zhongji Xuchuang’s investor‑relations team said the order statements in the company’s July 2026 investor‑relations materials remain valid.