The November rewards are here! Although summer has passed and the weather is getting colder,my heart is still filled with passion! 🔥 This time, the way I shot the photo set has changed significantly. It’s richer in layers and has an even stronger vibe. I wonder if you’ll like it? ✨ I hope to continue receiving your support— it’s your encouragement that keeps me creating! Thank you all for being here with me and for your support. ❤️ 11月的獎勵來啦！ 雖然夏天已經過去，天氣也逐漸轉涼， 但我的內心依然充滿熱情！🔥 這次的簡杜拍攝方式有了很大的改變， 不僅層次更豐富，氛圍感也更強了～ 不知道大家會不會喜歡呢？✨ 希望能繼續得到大家的支持， 只有你們的鼓勵，才能讓我一直創作下去！ 感謝大家的陪伴和支持❤️

GS on 天孚通信：We are positive on TFC Optical and raise TP to Rmb436 to reflect ：(1)rising GS estimates on global optical modules TAM (Report link), and TFC as a key OE (Optical Engine) supplier, (2) incremental revenues from CPO scale-out and scale-up optical market (Report link), and(3) gradual expansion of optical module assembly business with higher content value. Following the 7% QoQ growth in 1Q26, we expect to see sequential QoQ growth ahead on improving optics chips supply and 1.6T products ramp up. We remain constructive on TFC Optical with its capabilities of offering a total solution (optical engine, FAU, ELS, optical module assembly etc.), benefiting from the growing optical module market and incremental CPO scale-out/scale-up opportunities.

Digital M-POP Single「开天」𝑲𝑨𝑰𝑻𝑰𝑨𝑵 D-2 @layzhang ➫ 2025.01.01 (WED) 𝑶𝒇𝒇𝒊𝒄𝒊𝒂𝒍 𝒓𝒆𝒍𝒆𝒂𝒔𝒆. #张艺兴# #レイ# #레이# #LAY# #LayZhang# #KAITIAN#