Performance of the optical communication concept sector is eye-catching and AI computing power has become the core engine.

The disclosure of the third quarter report for 2025 has officially come to an end. Benefiting from the explosion of AI computing power and the expansion of demand, stocks related to optical communication have handed in an impressive "report card". Data from Wind shows that more than 70% of listed companies in the optical communication sector achieved performance growth in the first three quarters. Institutions indicate that factors such as the continuous expansion of computing power demand and favorable policies have driven the early recovery of the optical communication market. It is expected that next year, the entire optical communication industry chain will shift from "competing for orders" to entering the "ensuring delivery" era, and leading companies are expected to stand out based on their control of the supply chain.