5天4板！2倍大牛股辟谣：不是英伟达供应商

Core Viewpoint - The article highlights the significant stock performance of Changfei Fiber, which has seen a surge of over 200% year-to-date, driven by advancements in optical fiber technology and potential collaborations with Nvidia [1][3]. Group 1: Company Performance - Changfei Fiber's stock price reached 91.25 yuan, with a market capitalization exceeding 563 billion yuan, marking a year-to-date increase of over 200% [1]. - The company reported a revenue of 6.384 billion yuan for the first half of 2025, reflecting a year-on-year growth of 19.37%. However, the net profit attributable to shareholders decreased by 21.69% to 296 million yuan [4]. Group 2: Industry Trends - Nvidia's recent financial report indicated a revenue of 46.743 billion USD for the second quarter of fiscal year 2026, with data center revenue growing by 56.4% [3]. - The demand for next-generation transmission technologies, such as hollow-core optical fibers, is expected to rise significantly due to advancements in data center infrastructure [3][5]. - The hollow-core optical fiber market is still in its early commercialization stage, with the competitive landscape likely to remain dominated by established players like Corning, while opportunities may exist for startups in collaboration with major companies [4].