1900亿龙头，涨停！历史新高

Market Performance - The three major indices showed strong performance in the morning, particularly in cyclical stocks, with significant gains in oil and gas extraction, non-ferrous metals, and chemical sectors [2] - Notable stocks included: - Keli Co., Ltd. (53.62, +23.75%, market cap 1.7 billion) - Tongyuan Petroleum (12.82, +20.04%, market cap 748 million) - Potential Hengxin (34.18, +17.50%, market cap 7.56 billion) [2] Fiber Optic Industry - The price of G.652.D single-mode fiber optic reached a nearly seven-year high of over 35 yuan per core kilometer as of January 2026, driven by increased demand from global AI data centers and supply constraints in key materials [5] - Changfei Fiber Optic's stock hit a historical high with a market cap of 194.3 billion, reflecting strong performance in the fiber optic sector [3][9] MLCC Market - The leading stock in the MLCC (Multi-layer Ceramic Capacitor) sector, Fenghua Hi-Tech, experienced a "limit up" increase, with recent prices in South Korea rising nearly 20% [6] - The surge in demand for MLCCs is attributed to the explosive growth of AI server requirements, which have increased the MLCC usage in AI servers by over three times compared to regular servers [6] Power Infrastructure - The power infrastructure sector saw significant gains, particularly in ultra-high voltage, flexible DC transmission, and grid equipment [7] - The State Council's recent policy aims to establish a unified national electricity market by 2030, with market transactions expected to account for 70% of total electricity consumption [9][10] - This policy is anticipated to drive demand for core products such as ultra-high voltage and digital equipment, accelerating upgrades in the power grid [10]