Group 1 - Changfei Fiber Optics (06869) saw a stock increase of over 9%, reaching 52.35 HKD with a trading volume of 737 million HKD [1] - A new type of hollow-core fiber developed by the Lumenisity research team, supported by Microsoft, achieved the lowest signal attenuation level ever recorded, marking a significant breakthrough in optical communication technology [1] - The demand for data center interconnectivity driven by AI is accelerating the evolution of the fiber optics industry, with major companies, including Microsoft, rapidly investing in hollow-core fiber technology [1] Group 2 - Aijian Securities noted that hollow-core fiber has strong performance advantages in the data center sector and is expected to benefit from long-term investments in data center infrastructure [1] - Oracle's significant increase in RPO has sparked growth in the AI computing power supply chain [1] - Minsheng Securities previously indicated that Changfei Fiber Optics is experiencing steady development across its various business segments and is likely to be a core beneficiary of the evolving data center demand [1]
港股异动 | 长飞光纤光缆(06869)涨超9% AI驱动数据中心互联需求增加 机构看好公司核心受益