Optical communication is one of the sectors most favored by the "White-haired Stock God," who has previously named $AAOI and $SIVE.

There are two bullish logics:

▌Optical communication is the core bottleneck of AI development. Not only optical modules benefit, but the entire photonics industry chain. It is expected to repeat the soaring logic of $LITE from years ago.

▌Geopolitics and supply chain restructuring are driving value reassessment. Some core material markets for optical communication are expected to achieve over tenfold growth.

Based on this, I would like to share a related opportunity.

The A-share optical communication leader, Zhongji Xuchuang (market capitalization over 1.2 trillion yuan), will soon list in Hong Kong. The company focuses on high-end optical modules, with expected revenue of approximately 38.2 billion yuan in 2025, over ninety percent of which comes from overseas income, deeply embedded in the global AI supply chains of companies like Nvidia and Google.

Its Pre-IPO vault has gone live on @OpenstockInc:

▌Vault page: https://opn.st/s/ZNJX

▌Deposit deadline: July 7, 2026

▌Participation method: Deposit USDC to receive vault tokens, redeemable after the listing based on net profits

This vault has a scale of 10 million dollars and has nearly 70% of its quota completed.

It is important to note that the vault tokens only represent a claim to the net profits of the vault, not direct ownership of the stock.

On the platform side, OpenStock is created by the former Polynomial team, positioned as the on-chain access layer for capital markets, starting from Pre-IPO vaults of high-demand companies.

Polynomial has operated for 4 years, processing over 9 billion dollars in trading volume in perpetual contract agreements, and has considerable credibility.

However, all investments carry risks, so please make sure to DYOR before participating.

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