Accelink forecasts 65%–82% profit growth on AI data-center optical module demand
Accelink said it expects first-three-quarter 2026 net profit attributable to shareholders of 1.189 billion to 1.310 billion yuan, up 65.37% to 82.26% year on year. The company attributed the change mainly to a global wave of AI compute capital spending that drove rapid growth in datacom optical module demand, alongside continued data-center investment by domestic cloud service providers, with its product lineup supporting the improvement. These are preliminary forecast ranges and the company's own explanation, pending formal financial results.
The forecast indicates AI compute capital spending is flowing through to the upstream optical module supply chain, which the company cites as a main driver of its profit growth.
光迅科技:预计前三季度归母净利润为11.89亿元-13.10亿元,同比增长65.37%-82.26%-36氪
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