YOFC's stock price surged 19.09% during intraday trading on Monday, reflecting strong investor interest in the optical communication sector.
The positive movement follows reports that key enterprises in China's "Optics Valley" maintained full production operations during the recent Lunar New Year holiday. YOFC's production lines across its bases remained fully operational, ensuring continuous output. Additionally, industry reports highlight that production lines for high-speed optical modules like 1.6T and 800G are running at full capacity to meet growing demand.
Industrial analysis indicates massive computing demands are driving data centers into a phase of large-scale expansion, with combined capital expenditure from major cloud service providers projected to reach approximately $5.987 trillion by 2026. This reflects sustained strong demand for global AI computing power, benefiting the entire optical communication industry chain including optical fibers and advanced modules.