智通财经网·2025-08-25 02:50Group 1 - Changfei Fiber Optic Cable (06869) saw a significant increase in stock price, rising over 20% in early trading and reaching a historical high of 44.86 HKD, with a trading volume of 1.22 billion HKD [1] - NVIDIA announced the launch of NVIDIA® Spectrum-XGS Ethernet, a technology that enables the combination of multiple distributed data centers into a one-gigawatt AI super factory, addressing the limitations of existing commercial Ethernet infrastructure [1] - The demand for AI is surging, leading to the need for data center expansion beyond building constraints, as current infrastructures face challenges such as high latency and unpredictable performance [1] Group 2 - According to Zhongtai Securities, hollow-core fiber, which uses air as the transmission medium, is expected to be a key product for future AI data center interconnections due to its lower latency and loss characteristics [2] - The first commercial use of hollow-core fiber by China Mobile is anticipated in July 2025, which may accelerate the commercialization process, with Changfei Fiber being the sole bidder at an actual bid price of approximately 36,000 RMB per core kilometer [2] - Zhongtai Securities emphasizes the importance of Changfei Fiber, noting its leading capacity in hollow-core technology and successful bids in related projects [2]