600487.SS in “AI Data Centers Go Optical”
Hengtong Optic-Electric Co., Ltd.
Hengtong is a major Chinese producer of optical fiber, cable and related network systems that should benefit as AI campuses require denser fiber infrastructure.
600487.SS impact map — “AI Data Centers Go Optical”
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Aug 27, 2025 – Aug 28, 2026 · 244 sessions
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Full story
AI Data Centers Go Optical
Scaling AI clusters now depends on photons moving data faster than copper can.
BULL side — Hengtong is a major Chinese producer of optical fiber, cable and related network systems that should benefit as AI campuses require denser fiber infrastructure.
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