Accelink Seen Benefiting From AI Investment Cycle -- Market Talk

Dow Jones04-24

0437 GMT - Accelink Technologies is set to benefit from the accelerated AI optical networking investment cycle, Nomura analyst Bing Duan says in a note. As one of China's leading optical transceiver and component suppliers, the company is well supported by its integrated device manufacturer model amid component shortages, the analyst says. Nomura, which maintains a buy rating on the stock, raises its target price to 158.50 yuan from 80.00 yuan after factoring in FY 2025 and 1Q 2026 results, which showed gross-margin expansion in both 4Q and 1Q. The stock is down 5.8% at 124.07 yuan. (venkat.pr@wsj.com)

(END) Dow Jones Newswires

April 24, 2026 00:37 ET (04:37 GMT)

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