---
title: "Understanding the Market | Optical Communication Concept Stocks Continue to Rise, YOFC Once Surged Over 8% to Reach a New High"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286019865.md"
description: "Optical communication concept stocks continue to rise, with YOFC once increasing by over 8%, now up 5.94%, reported at HKD 274.8. CIG rose by 5.08%. U.S. optical communication stocks collectively surged, as NVIDIA's CEO stated that AI infrastructure requires a large number of optical connections, driving an increase in capital expenditure. WanLian Security recommends paying attention to investment opportunities in high-speed optical modules and the optical communication industry chain"
datetime: "2026-05-12T01:40:04.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286019865.md)
  - [en](https://longbridge.com/en/news/286019865.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286019865.md)
---

# Understanding the Market | Optical Communication Concept Stocks Continue to Rise, YOFC Once Surged Over 8% to Reach a New High

According to Zhitong Finance APP, optical communication concept stocks continue to rise, with Yangtze Optical Fibre and Cable Joint Stock Limited Company (06869) once rising over 8% to reach a new high. As of the time of publication, Yangtze Optical Fibre and Cable rose 5.94%, trading at HKD 274.8; Cambridge Technology (06166) rose 5.08%, trading at HKD 153.1.

In terms of news, overnight U.S. stocks in the optical communication sector collectively surged. Lumentum rose 16.52%, reaching an all-time high, while Corning rose nearly 11%. Jensen Huang, CEO of NVIDIA, stated that the next generation of artificial intelligence infrastructure will require a large number of optical connections, as computing demands are growing so rapidly that copper wires can no longer meet the needs. Previously, the CEOs of NVIDIA and Corning confirmed that in addition to the equity investment disclosed earlier, NVIDIA has also invested billions of dollars to support Corning's new factory construction.

WanLian Securities believes that capital expenditure in the AI field continues to increase. On one hand, the strong growth in computing power demand requires further investment in AI infrastructure; on the other hand, the supply of upstream equipment, components, and materials is insufficient, leading to rising procurement costs, which prompts major manufacturers to increase capital expenditure. The importance of optical interconnects in AI data center construction is highlighted, and it is recommended to pay attention to investment opportunities in high-speed optical modules and upstream core materials, optical devices, and optical chips in the optical communication industry chain

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