Fiber is Crazy! G.652.D Price Surges 650% as Changfei Fiber Hits a Limit Up
On March 10, the A-share optical communication sector saw a sudden surge in the afternoon, with Changfei Fiber hitting a limit up and烽火通信 following. The underlying reason is the surge in demand for fiber caused by the AI wave, leading to significant price increases. Data shows that the spot price of mainstream G.652.D fiber has multiplied several times since the start of the year, mainly driven by demand from data centers and drones.
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