YOFC (HKG: 06869) shares have risen more than 5%. At the time of writing, the stock is up 5.38% to HK$23.88, with a turnover of HK$4.054 billion.

Analysts have pointed out that driven by AI, the trend of rising fiber optic prices is expected to be a long-term one, highlighting investment opportunities in fiber optic cable stocks. Firstly, AI has become a significant area of demand for fiber optics. According to independent industry research, AI and hyperscale data centers are the strongest growth engines globally. The need for low-loss designs, higher specification fibers, and cables with extremely high fiber counts makes data center-related demand the core of market growth.

Secondly, fiber optic prices have entered a phase of explosive growth this year. Analysts believe the fiber optic cable industry is experiencing a different kind of boom cycle compared to the past. Unlike previous cycles dominated by operator bulk procurement, the long-term growth logic for fiber optic cables is continuously strengthening in this cycle, leading to a systematic re-evaluation of the industry's valuation framework. On one hand, the acceleration of fiber optic exports is opening up long-term incremental space. On the other hand, the high-density interconnect requirements of AI data centers are spurring demand for specialty fibers, shifting fiber from a bulk commodity to a high-value-added, customized product category, significantly increasing its unit value.