智通财经网·2025-11-26 03:29Core Viewpoint - Longi Fiber Optics (06869) experienced a significant intraday surge, rising nearly 7% and trading at 38.94 HKD with a transaction volume of 925 million HKD, indicating strong market interest and potential growth in the fiber optics sector driven by AI and data center developments [1] Group 1: Company Developments - Longi Fiber Optics is leading in the research and industrialization of next-generation hollow-core fiber technology, positioning itself favorably in the market [1] - The company’s subsidiary, Changxin Bochuang, is expanding its business in MPO, AOC, and high-speed copper cable interconnection components, which have become strong growth points [1] Group 2: Industry Trends - Meta is negotiating with Google to utilize TPU chips worth billions in its data centers by 2027, indicating a growing demand for advanced computing technologies [1] - Google is building a robust AI moat through a complete technology ecosystem that includes chips (TPU), networks (OCS), models (Gemini), and applications (cloud computing/search/advertising), which is expected to drive continuous capital expenditure growth [1] - The anticipated increase in TPU shipment volumes, improved OCS penetration rates, and the ramp-up of 1.6T optical modules will create significant growth opportunities for related hardware suppliers [1]