April 7, 2026, Market Reversal Confirmed, Optical Communication, Cross-Border Payments

StrawberryIce · 2026-04-07T01:22:01+00:00

The index continues to weaken under the influence of the holiday, and a turning point is approaching. Attention should be paid to the coordination between the index and thematic sectors. The pharmaceutical sector shows divergence, while optical communications defy the trend and strengthen. The news of NVIDIA's collaboration with Marvell stimulates tech stocks, but overall it has not yet formed a main theme. Watch whether technology and cross-border payments can drive the index recovery.

StrawberryIce

2026-04-07 01:22:01

Abstract generation in progress

[Taoguba]
The index continued to weaken on Friday due to the holiday effect.
Since the bottom was formed, this is now the 9th trading day.
The turning-point is not too far off; the key is how well the index coordinates with the themes.

At present, multiple themes have rotated.
The medical sector, which has been strong for a while, continued to experience divergence on Friday.
Optical communications, which had held up better earlier but didn’t show strong strength, surged against the trend.
It strengthened completely against the index in the morning; later during the session it began to sync with the index, but then it pulled back due to trading volume and the impact of the holiday.
On Friday it showed clear strengths, and it continued to ferment over the weekend as well; the key is whether it can show sustained momentum.
The main catalysts on the news front are:
NVIDIA plans to invest $2 billion to partner with Marvell to develop silicon photonics technology.
Overseas leading manufacturers have started receiving their first OCS orders one after another, with major customers mainly centered around Google/META, etc.

Overall, technology is still a reflection of overseas markets and driven by news catalysts; it hasn’t yet formed a clear main theme.
Friday saw a climax followed by a pullback; today is normal divergence, and chances are it won’t launch an attack again.
However, the index has continued to show divergence with an expectation of repair; if technology can lift the index higher, that would be beyond expectations.
Also, cross-border payments saw unusual moves on Friday—watch to see if it can proactively repair today.
If the index moves higher, observe the performance of technology and cross-border payments.

Fiber Optics: YOFC
CPO: Tianfu Communications New Yi Sheng, InnoTec, AccruaTech
Optical Chips: Changguang Huaxin Source Photonics Technology
OCS: Gukong Technology, Tengjing Technology, DekoLi

Cross-border Payments: Zhongyou Capital, Sifang Jingchuang Cuiwei Co., Ltd. (RMB cross-border payment system: daily volume breaks 1.2 trillion yuan)

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