# Optical Communications

Betting on the Backbone: Wall Street Giants Pivot to China’s AI and Optical Infrastructure

Major global investment banks, including Goldman Sachs and Morgan Stanley, have significantly increased their holdings in China's A-share market, focusing on AI hardware and optical communications. With a market value increase of nearly 70 billion RMB in Q1 2026, this shift reflects a strategic bet on China's high-end manufacturing and its critical role in the global AI infrastructure.