The stock price of the optical communication sector rose sharply and the industry's supply and demand pattern changed

On February 3, 2026, the optical communication sector continued its upward trend in the afternoon. Convergence Technology rose by more than 11%, and YOFC optical fiber and cable rose by more than 7%. The supply and demand pattern of the industry has undergone positive changes. The optical fiber and cable industry has turned to both volume and price increases. North American CSP Capital Expenditure guidance is optimistic.

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02-03 23:38

上涨来自于“必然中的偶然”，光纤迎来需求上行大周期？

02-03 16:10

收盘｜港股涨跌不一，长飞光纤光缆涨超12%，英矽智能涨超14%

02-03 14:53

光通信板块午后延续涨势，汇聚科技涨超11%！北美CSP资本开支指引乐观，光纤光缆行业已转向量价齐升

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koolgal

07:24

🌟🌟🌟Optoelectronic Integrated Circuits is the new arms race. This is the frontier where photonics meets silicon. Lasers replace copper. Bandwidth scales without melting servers & latency drops to near zero. Companies that master this are the ones who can integrate lasers, modulators, detectors & drivers into a single chip. These are the companies who will own the next decade of AI infrastructure. This is not a "nice to have". This is survival. Nvidia $NVIDIA(NVDA)$ is bleeding right now with its share price dropping like a rock to the bottom of the ocean. But in optical communications? Nvidia is not just participating. It is building the future. Nvidia is investing in optical interconnects f

icycrystal

02-05 20:30

As global data center interconnection demand jumps from 800G to 1.6 T or even 3.2 T, the optical module market size is expected to exceed US $30 billion, and the silicon light penetration rate has soared to more than 50%.

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