深潮TechFlow
深潮TechFlow|Aug 12, 2026 03:40
[Regarding NVIDIA Investment Rumors, Accelink Technologies and Eoptolink Respond: 'Refer to Relevant Announcements'] Deep Tide TechFlow reports that on August 12, recent market rumors suggest that NVIDIA plans to invest $2 billion strategically in Accelink Technologies, a leading optical module company. The funds are reportedly intended for the development of next-generation optical modules, global capacity expansion, and the construction of a new factory in Thailand. Additionally, NVIDIA is said to be interested in becoming a cornerstone investor in Eoptolink's Hong Kong IPO. A representative from Accelink Technologies responded: The company is not aware of such market rumors, and investors should refer to relevant company announcements. Similarly, Eoptolink stated: The company is not in a position to comment on these rumors. For matters related to the company's H-shares, investors should rely on official announcements. According to data, Accelink Technologies achieved revenue of 19.496 billion yuan in the first quarter of 2026, a year-on-year increase of 192.12%, with a net profit attributable to shareholders of 5.735 billion yuan, up 262.28% year-on-year. During investor relations activities, the company stated that it will continue to focus on core markets such as AI data centers, further increasing investment and research in high-speed optical modules of 1.6T, 3.2T, and above, as well as silicon photonics, coherent technologies, and other core products or technologies, actively promoting the development of next-generation optical interconnect technologies. Eoptolink achieved a net profit attributable to shareholders of 2.78 billion yuan and a non-recurring net profit of 2.768 billion yuan in the first quarter of 2026. On July 19, the company disclosed its 2026 first-half performance forecast, estimating a net profit attributable to shareholders of 7 billion to 8 billion yuan, a year-on-year increase of 77.56% to 102.93%, compared to approximately 3.942 billion yuan in the same period last year. The forecast also estimates a non-recurring net profit of 6.981 billion to 7.981 billion yuan, a year-on-year increase of 77.46% to 102.88%, compared to approximately 3.934 billion yuan in the same period last year. (Financial News)
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