Chinas Optical Module Firms Compete in Aidriven Market Surge

Chinas Optical Module Firms Compete in Aidriven Market Surge

Surging AI computing power demands are driving the optical module industry into a super cycle, with the "Yi Zhongtian" combination experiencing explosive performance. Companies like CIG Shanghai, New Era Technology, and Accelink Technologies each hold unique positions in the industrial chain, facing challenges such as supply chain constraints, technological iteration, and price declines. Chinese optical module manufacturers are shifting from price-performance competition to a comprehensive contest of technology and delivery capabilities, reshaping the industry landscape. The focus is now on innovation and reliable delivery to meet the growing demands of AI infrastructure.

02/11/2026 Logistics Industry Insights
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Palantir Stock Faces Shortselling Pressure Amid Option Flow

Palantir Stock Faces Shortselling Pressure Amid Option Flow

This article explores potential short-selling opportunities for Palantir stock based on options flow and price action analysis. By examining options data, price levels, and momentum indicators, it identifies the possibility of a short-term pullback. The article proposes a detailed trading plan, including entry points, stop-loss levels, and profit targets. It emphasizes the importance of risk management and aims to provide insights for short-term traders. The analysis suggests a potential bearish scenario for Palantir in the near term, warranting careful consideration of the proposed strategy.

01/30/2026 International Settlement
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Shanghaitaiwan Sea Freight Costs and Key Factors Explained

Shanghaitaiwan Sea Freight Costs and Key Factors Explained

This article provides an in-depth analysis of the price structure of sea freight logistics from Shanghai to Taiwan. It elaborates on key influencing factors such as cargo type, volume/weight, transportation mode, shipping distance, booking timing, and value-added services. It offers practical advice on price estimation and cost control, aiming to assist businesses in selecting suitable logistics partners, optimizing transportation plans, and reducing logistics costs. The focus is on helping businesses understand the complexities of Shanghai-Taiwan sea freight and make informed decisions to minimize expenses.

02/02/2026 Logistics
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Thailandchina Air Freight Guide Key Shipping Insights

Thailandchina Air Freight Guide Key Shipping Insights

This article details the latest price inquiry methods, key factors influencing freight costs, and important considerations for air freight from Thailand to China. By providing real-time price references and frequently asked questions, it helps businesses efficiently plan China-Thailand trade transportation solutions, reduce shipping costs, and improve logistics efficiency. It covers aspects like finding the best air freight rates, understanding fuel surcharges and customs duties, and optimizing packaging for cost-effectiveness. The aim is to empower businesses with the knowledge needed for successful and affordable air cargo operations between Thailand and China.

02/02/2026 Logistics
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Smart Shipping Strategies to Avoid Peak Season Delays

Smart Shipping Strategies to Avoid Peak Season Delays

This article addresses the issue of peak season price increases for international small packets, a concern for cross-border e-commerce sellers, and provides practical tips to avoid pitfalls. It recommends shipping 2-3 months in advance and flexibly adjusting shipping times based on specific market conditions and logistics provider policies. This strategy aims to reduce shipping costs, prevent logistics delays, and ensure profitability during the peak season. By proactively planning and adapting to market dynamics, sellers can mitigate the impact of price surges and maintain a competitive edge.

02/03/2026 Logistics
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Trumps Greenland Dispute Triggers EU IP Retaliation Threat

Trumps Greenland Dispute Triggers EU IP Retaliation Threat

President Trump's threat regarding Greenland, stemming from not receiving the Nobel Peace Prize, has raised the possibility of EU retaliation, potentially suspending intellectual property protection for the US. This could destabilize the global IP system, significantly impacting the American tech industry. Investors should closely monitor developments, manage positions cautiously, allocate to safe-haven assets, and explore opportunities within the domestic market. The escalating tensions highlight the interconnectedness of geopolitical events and economic stability, demanding a proactive and diversified investment approach.

01/19/2026 Logistics Industry Insights
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Trump Tariff Threat Sparks Global Trade Geopolitical Concerns

Trump Tariff Threat Sparks Global Trade Geopolitical Concerns

Former US President Trump's threat of 25% punitive tariffs on countries trading with Iran has sparked global concern. This paper analyzes the policy's background, potential impact, implementation challenges, and geopolitical implications, offering strategic advice for businesses. The policy could exacerbate trade protectionism, reshape global supply chains, and challenge the multilateral trading system. Businesses should closely monitor developments, assess risks, and develop appropriate response strategies. This situation necessitates careful planning and adaptation to navigate the complexities of the evolving global trade landscape.

01/28/2026 Customs Knowledge
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EU Counters US Tariffs with Greenland Investment and Security Plan

EU Counters US Tariffs with Greenland Investment and Security Plan

European Commission President Ursula von der Leyen criticized the United States for imposing tariffs based on Greenland, reaffirming the EU's support for Greenland and Danish sovereignty. The EU will launch an Arctic Security Support Program, increasing investment and strengthening cooperation with multiple countries in the Arctic region. Simultaneously, the EU will upgrade its own security strategy while respecting the rights of all countries to pursue their own development paths.

02/05/2026 Customs Knowledge
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