Everbright Securities released a research report saying that the current supply and demand pattern in the optical fiber industry is tight. AI computing power and the implementation of CPO technology are driving a high increase in demand for high-end optical fiber, compounding the recovery of operators' collection and improving overseas exports, and product prices and profit levels continue to recover. It is recommended to focus on leading companies that have independent production capacity for prefabricated optical fiber rods and have a first-mover advantage in optical communication products and special optical fibers using AI computing power.

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