The Zhitong Finance App learned that on Monday, the optical communications sector rose. As of press release, Lumentum (LITE.US) was up 8%, Coherent (COHR.US) was up 5.7%, MRVL.US (MRVL.US) was up more than 3%, Applied Optoelectronics (AAOI.US) was up more than 2%, and Corning (GLW.US) was up more than 1%. According to the news, Barclays believes that although some companies' stock prices have recently recovered due to market concerns, the fundamentals of their demand for AI network components are still stable, and this is an opportunity to buy at a low price. The fundamental driving force behind the upward trend in the sector still comes from strong demand brought about by AI. Judging from feedback from the industry chain, investment in AI computing power continues to grow, directly driving demand for products such as optical modules and optical devices.

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