--- title: "Understanding the Market | Optical Communication Concept Stocks Strengthen, YOFC Rises Over 11%, CIG Rises Over 7%" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/278480342.md" description: "Optical communication concept stocks performed strongly, with YOFC rising 11.25%, TIME INTERCON rising 8.28%, and CIG rising 7.32%. Applied Optoelectronics Inc. in the United States received optical transceiver orders from hyperscale customers, amounting to over $200 million. The 2026 Optical Fiber Communication Conference will be held in March, focusing on AI-driven technologies. Fiber optic prices have surged significantly, and Industrial Securities is optimistic about the long-term development opportunities for optical communication companies" datetime: "2026-03-10T02:52:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278480342.md) - [en](https://longbridge.com/en/news/278480342.md) - [zh-HK](https://longbridge.com/zh-HK/news/278480342.md) --- > 支持的语言: [English](https://longbridge.com/en/news/278480342.md) | [繁體中文](https://longbridge.com/zh-HK/news/278480342.md) # Understanding the Market | Optical Communication Concept Stocks Strengthen, YOFC Rises Over 11%, CIG Rises Over 7% According to Zhitong Finance APP, optical communication concept stocks are strong. As of the time of writing, YOFC (06869) is up 11.25%, trading at HKD 158.2; TIME INTERCON (01729) is up 8.28%, trading at HKD 16.61; CIG (06166) is up 7.32%, trading at HKD 78.45. In terms of news, the American optical communication technology company Applied Optoelectronics Inc. announced that it has received the first mass production order for 1.6T data center optical transceivers from a long-term major hyperscale customer, amounting to over USD 200 million. Additionally, the 2026 Optical Fiber Communication Conference and Exhibition (OFC) will be held from March 17 to 19 at the Los Angeles Convention Center, with the technical conference starting on March 15. The conference will focus on cutting-edge topics such as AI-driven gigawatt-level data center networks, ultra-low latency transmission of hollow-core optical fibers, and inter-satellite laser communication, attracting technology giants like Huawei, ZTE, and NVIDIA to participate. According to Kaiyuan Securities, as of March 4, the price of G.652.D single-mode optical fiber has risen from RMB 18/km before New Year's Day to the current price of RMB 85-120/km, an increase of nearly 650%; the price of G.657.A1 single-mode optical fiber has risen from RMB 23/km to RMB 115-135/km, an increase of nearly 487%. Industrial Securities pointed out that the valuation system of optical communication companies is expected to shift from "cyclical manufacturing" to "core growth." Currently, it is still a golden window for laying out core assets of AI computing power infrastructure, and there is a strong positive outlook for leading optical module companies and long-term mainline opportunities across the entire industry chain ### 相关股票 - [First Trust Nasdaq Food & Semicon (FTXL.US)](https://longbridge.com/zh-CN/quote/FTXL.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-CN/quote/PSI.US.md) - [YOFC (601869.CN)](https://longbridge.com/zh-CN/quote/601869.CN.md) - [Applied Optoelectronics (AAOI.US)](https://longbridge.com/zh-CN/quote/AAOI.US.md) - [CIG (603083.CN)](https://longbridge.com/zh-CN/quote/603083.CN.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [SPDR S&P Telecom (XTL.US)](https://longbridge.com/zh-CN/quote/XTL.US.md) - [Fullgoal CSI Communication Equipment Thematic ETF (159583.CN)](https://longbridge.com/zh-CN/quote/159583.CN.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-CN/quote/XSD.US.md) - [TIME INTERCON (01729.HK)](https://longbridge.com/zh-CN/quote/01729.HK.md) - [YOFC (06869.HK)](https://longbridge.com/zh-CN/quote/06869.HK.md) - [Guotai CSI All Share Communications Equipment ETF (515880.CN)](https://longbridge.com/zh-CN/quote/515880.CN.md) ## 相关资讯与研究 - [AOI Receives New Upsized Order for 800G Data Center Transceivers from Major Hyperscale Customer | AAOI Stock News](https://longbridge.com/zh-CN/news/281570498.md) - [Applied Optoelectronics jumps after hyperscaler more than doubles its recent order](https://longbridge.com/zh-CN/news/281759169.md) - [AOI showcases 25dBm ultra-high-power ELSFP for next-gen AI infrastructure](https://longbridge.com/zh-CN/news/281214703.md) - [AOI receives new order for 800G data-center transceivers from major hyperscale customer](https://longbridge.com/zh-CN/news/281179229.md) - [A Look At Yangtze Optical Fibre And Cable (SEHK:6869) Valuation After Strong 2025 Results And Higher Final Dividend](https://longbridge.com/zh-CN/news/281733914.md)