Jun 11, 2026
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Daehan Kwangtongsin Battles Around 16,500 Won... "Focus on AI Infrastructure Beneficiaries Following Jensen Huang's Visit to Korea"

**[Strong Performance Expected from AI Infrastructure Benefits]** Daehan Kwangtongsin is trading in the 16,500 won range during the morning session on the 11th,

심우일 기자
Staff Reporter
5 min read
대한광통신, 1만6500원선 공방…젠슨 황 방한 이후 AI 인프라 기대감 재부각
광통신 자료사진. AI가 생성한 이미지. / CBC News

[Strong Performance Expected from AI Infrastructure Benefits]

Daehan Kwangtongsin is trading in the 16,500 won range during the morning session on the 11th, attracting investors' attention. On the morning of the 11th, the stock recorded 16,540 won, up 1.47% from the previous trading day, with active trading continuing as the volume exceeded 8.6 million shares.

Recently, the expansion of data center investments and the growing demand for ultra-high-speed communication networks, driven by the growth of the artificial intelligence (AI) industry, have emerged as key investment points for the overall optical communication sector. In particular, Daehan Kwangtongsin, which operates fiber optics and optical cable businesses, has been mentioned as a beneficiary of expanded AI infrastructure investments following the recent visit to South Korea by NVIDIA CEO Jensen Huang, renewing market expectations. The industry believes that as the construction of AI data centers increases, the demand for optical communication networks will also grow alongside servers and semiconductors.

[Mitigation of Geopolitical Risks and Future Outlook]

External variables are also influencing the stock market's direction. U.S. President Donald Trump announced on the 10th (local time) that he had direct conversations with Iranian officials, stating that the Iranian side requested a halt to airstrikes. President Trump noted that U.S. fighter jets were conducting operations in Iranian airspace but that the bombing would soon cease. Although he did not rule out the possibility of further military action, leaving uncertainty regarding the Middle East situation intact, the securities industry analyzes that if geopolitical risks are mitigated, risk appetite could recover, potentially expanding interest in growth and AI-related stocks.

Consequently, expectations for increased AI infrastructure investments and shifts in market supply and demand are projected to have a positive impact on the future stock price of Daehan Kwangtongsin. Investors are closely monitoring future trends in AI data center expansions, communication infrastructure investments, and global tech stock movements to assess the company's potential for further gains.

[This article was written with the assistance of AI. The purpose of this article is to provide information for reference in making investment decisions and does not recommend buying or selling specific stocks. Losses from stock investments are borne by the investor, and investment decisions should be made after sufficient review and under personal responsibility.]

심우일 기자
Staff Reporter

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