智通财经网·2026-01-26 02:25Core Viewpoint - The stock of Yangtze Optical Fibre and Cable (06869) has surged over 16%, reaching HKD 62.15 with a trading volume of HKD 1.465 billion, driven by significant price increases and supply tightness in the G.652.D ordinary optical fiber market expected in Q4 2025 [1] Industry Summary - The optical fiber and cable industry is undergoing a structural change in demand, with major manufacturers facing inventory shortages that cannot meet their own orders, leading them to seek external procurement [1] - According to Yongxing Securities, the global optical fiber and cable market is anticipated to enter a high prosperity cycle lasting 2 to 3 years, fueled by ongoing demand from AI computing networks, 6G research, and global digital infrastructure [1] - Open Source Securities previously indicated that the booming global AI sector is likely to continue driving demand for optical fibers and cables, particularly in data centers and DCI interconnections, with limited production capacity among global manufacturers potentially leading to a supply-demand imbalance [1]