智通财经网·2026-01-30 02:09Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Changfei Optical Fiber and Cable (06869), which rose over 10% to reach a historical high of 87 HKD, with a trading volume of 875 million HKD [1] - Recent market research indicates that the average price of G.652.D optical fibers has been rising for two consecutive quarters, showing a clear recovery trend [1] - The demand for new optical fiber and cable products from overseas data centers is driving up prices, with expectations of a notable increase in domestic optical fiber prices by 2026 [1] Group 2 - Meta's agreement with Corning for a fiber optic cable contract worth up to 6 billion USD for AI data centers underscores the high demand in the optical fiber sector [1] - First Shanghai's recent report emphasizes that the company is a leader in the global optical fiber and cable industry, maintaining the largest market share in optical fiber preform, fiber, and cable [1] - The company is expected to benefit from the recovery of the domestic market and overseas expansion, as well as the demand upgrade driven by AI computing, entering a period of performance growth despite facing pressure in the first half of 2025 [1]