Optical Fiber Sector Likely to Benefit From China's AI Data Center Expansion -- Market Talk

Dow Jones06-17

0646 GMT - Optical fiber sector is likely to benefit from China's AI data center expansion, according to BofA Securities in a research note. Optical fiber demand is shifting from telecom to AI, driving strong growth in high-end segments, the analysts say. "While overall supply is sufficient, constraints in preform capacity are tightening availability of high-spec fiber and supporting pricing," they say. BofA has a buy rating on Jiangsu Zhongtian Technology on fiber price upside, subsea recovery, and grid growth. Shares last traded at 54.12 yuan. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

June 17, 2026 02:46 ET (06:46 GMT)

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BofA has a buy rating on Jiangsu Zhongtian Technology on fiber price upside, subsea recovery, and grid growth. Shares last traded at 54.12 yuan. 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Optical fiber demand is shifting from telecom to AI, driving strong growth in high-end segments, the analysts say. \"While overall supply is sufficient, constraints in preform capacity are tightening availability of high-spec fiber and supporting pricing,\" they say. BofA has a buy rating on Jiangsu Zhongtian Technology on fiber price upside, subsea recovery, and grid growth. Shares last traded at 54.12 yuan. (tracy.qu@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 17, 2026 02:46 ET (06:46 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0196","symbol_name":"行业龙头","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2644715339","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2644715339","pubTimestamp":1781678760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0646 GMT - Optical fiber sector is likely to benefit from China's AI data center expansion, according to BofA Securities in a research note. Optical fiber demand is shifting from telecom to AI, driving strong growth in high-end segments, the analysts say. \"While overall supply is sufficient, constraints in preform capacity are tightening availability of high-spec fiber and supporting pricing,\" they say. BofA has a buy rating on Jiangsu Zhongtian Technology on fiber price upside, subsea recovery, and grid growth. Shares last traded at 54.12 yuan. 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Optical fiber demand is shifting from telecom to AI, driving strong growth in high-end segments, the analysts say. \"While overall supply is sufficient, constraints in preform capacity are tightening availability of high-spec fiber and supporting pricing,\" they say. BofA has a buy rating on Jiangsu Zhongtian Technology on fiber price upside, subsea recovery, and grid growth. Shares last traded at 54.12 yuan. 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