美股康宁飙涨 A股概念股爆发

Group 1 - The core viewpoint of the news is that the fiber optic sector in the A-share market has seen significant gains, driven by the strong performance of Corning in the US stock market and its partnership with Meta [1][2]. - Corning's stock rose over 15% on January 27, reaching a historical high, following the announcement of a $6 billion fiber optic cable agreement with Meta for AI data centers [2]. - The demand for fiber optic products is expected to remain high, with predictions indicating that global demand for fiber optic cables could reach hundreds of millions of core kilometers by 2025, driven by the construction of AI data centers [2][3]. Group 2 - The average price of G.652.D fiber optic cables has been increasing for two consecutive quarters, indicating a recovery in prices [2]. - Companies are shifting production capacity towards AI-related multimode and specialty fibers, which is causing a reduction in the supply of traditional fiber cables and leading to price increases for scattered fibers [3]. - Key companies to watch in this sector include Hengtong Optic-Electric, Zhongtian Technology, Yangtze Optical Fibre and Cable, Yongding Co., Fenghuo Communication, and TeFa Information [3].