On June 16, YOFC (Yangtze Optical Fibre and Cable) rose 3.34% in regular trading, trading at 248.2 HKD/share, with turnover of 674 million HKD. The optical communication sector continued its recovery trajectory.

On the news front, the sector had previously undergone deep correction following a bearish report from research firm SemiAnalysis on CPO commercialization timelines, combined with projected 60%+ price drops in 800G optical modules. However, NVIDIA subsequently issued a denial, and industry participants indicated CPO mass production progress may arrive earlier than feared, leading to a gradual dissipation of panic sentiment.

Institutions highlighted that AI-driven fiber price increases are poised to become a long-term trend. AI and hyperscale data centers are catalyzing surging demand for specialty fiber, transforming optical fiber from a commodity product into a high-value customized category, triggering a systematic re-rating of the industry valuation framework. Sector peer Trigiant Group surged 8.97% today, confirming sustained recovery momentum across the optical communication space.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)