Ge Long Hui·2025-07-31 05:53Group 1 - The core viewpoint of the news highlights that US tech stocks have significantly exceeded expectations, leading to a surge in AI-related industries in Hong Kong and A-shares [1] - Longxin Fiber's stock in Hong Kong surged nearly 19%, reaching a seven-year high, while its A-share hit the limit up, achieving a two-day consecutive rise [1] - Over the past three trading days, Longxin Fiber's A-shares have accumulated a rise of over 32%, while its Hong Kong shares have increased by nearly 50% [1] Group 2 - Since February of last year, Longxin Fiber's Hong Kong shares have increased by over 336%, rising from a low of 6.442 HKD to a high of 30.25 HKD [2] - Longxin Fiber reported a revenue of 12.197 billion CNY last year, a year-on-year decrease of approximately 8.65%, and a net profit of about 676 million CNY, down approximately 47.91% year-on-year [7] - However, in the first quarter of this year, Longxin Fiber's performance improved, with revenue of 2.894 billion CNY, a year-on-year increase of 21.23%, and a net profit of 125 million CNY, a year-on-year increase of 161.91% [8] Group 3 - Longxin Fiber indicated that the hollow fiber technology is still in the early stages of commercialization, with no significant impact on financial data yet [11] - Corning, a global leader in fiber optics, reported a strong performance in its second-quarter earnings, with optical communications revenue of 1.57 billion USD, a year-on-year increase of 41% [12] - The "Scale-up" opportunity in optical communications is expected to further open growth space for the industry, with significant investment opportunities in the AI computing power supply chain [16]