China A-share AI rally drives Xinyisheng, Zhongji Xuchuang, and Tianfu Communications to record highs as funds like E Fund and Caitong tighten purchase limits amid bubble warnings. In 2026, a capital rotation is occurring within China's A-share optical module sector. Huagong Tech's stock price has risen for 12 consecutive days, with Accelink also posting significant gains, making them new market focal points. China's A-share market is seeing a sharp split in performance as AI-related optical module stocks surge to record. (Yicai) April 28 -- Public funds in China continued to invest intensively in shares of companies from the optic communication industry last quarter amid the explosive growth of artificial intelligence models. Public funds' holdings in the communication sector topped 13. As of June 4, 17 active and passive equity mutual funds in China have achieved returns exceeding 100% this year. All these top-performing funds.
