YOFC (06869) has seen a rebound of over 9%, currently up 8.34% at HKD 40.8, with a trading volume of HKD 959 million. Huatai Securities released a research report suggesting that while the market perceives YOFC’s growth ceiling to be limited, AI computing infrastructure development is expected to drive a new round of growth for the company. In the optical transmission sector, products such as multi-mode optical fibers for data centers and G.654.E optical fibers for backbone networks are experiencing rapid growth. As a leader in the industry, the company is actively advancing the deployment of long-distance transmission networks for telecommunications operators and applications in data communication, affording it a first-mover advantage. Furthermore, diversification is expanding growth potential. Subsidiaries Changxin Bochuang and Changxin Sheng possess strong competitive advantages in MPO, AOC, and high-speed copper cable fields, likely accelerating the onboarding of overseas clients and driving business growth. Notably, YOFC is set to hold a board meeting on October 30 to approve its third-quarter results. Earlier, Nomura reported that recent fiber optic bidding results from China Mobile indicate a decline in YOFC’s market share and average selling prices, which may pressure its profitability starting in the third quarter of this year.