2 1 Shi Ji Jing Ji Bao Dao·2026-02-09 02:54Core Viewpoint - The optical fiber and computing hardware stocks are experiencing significant growth, driven by the AI wave and increasing demand for data center construction, leading to rising prices and supply constraints in the optical fiber market [1] Industry Summary - The optical fiber market is expected to see a price increase, with the average tax-inclusive price of G.652.D optical fiber projected to reach approximately 25 yuan per core kilometer by Q4 2025, a 25% increase from 20 yuan per core kilometer in Q2 2025 [1] - The optical fiber and cable industry has already begun to implement slight price increases since the second half of 2025, with a more noticeable rise in both the magnitude and speed of price increases expected in January 2026 due to changes in raw material costs [1] Company Summary - Key companies to watch in the optical fiber and cable sector include Longi Fiber, FiberHome, Hengtong Optic-Electric, and Zhongtian Technology, as they are positioned to benefit from the anticipated high prosperity cycle in the global optical fiber and cable market over the next 2 to 3 years [1]