As the domestic stock market shows a strong rebound, recovering from the shock of the previous day's plunge, optical communication and optical semiconductor-related stocks are surging simultaneously, drawing market attention. During the trading session on the 9th, Kwang Myung Electronics recorded a price of 10,080 won, reaching the daily price limit and hitting the upper limit. Trading volume exceeded 2.75 million shares, indicating a concentration of buying pressure from investors.

Major stocks within the same industry also exhibited a strong upward trend.

• Daehan Kwang Communications: Traded at 18,840 won, up 13.63%, having rallied to an intraday high of 20,250 won.
• Seoul Semiconductor: Recorded 13,050 won, up 12.69%.
• Bitgwah Electronics: Up 10.73%.
• Bitsam Electronics: Up 11.27%.
• Lycom: Surged 11.56%.
• Others: Woorinet (6.26%), Fiberpro (5.89%), and Zaram Technology (6.88%) also rose in tandem.

The market analyzes that the recent expansion of artificial intelligence (AI) infrastructure investments and the competition to build data centers are heightening growth expectations for the optical communication and optical semiconductor industries. In particular, it is evaluated that the importance of optical cables, optical modules, and optical semiconductor technology is being highlighted as the demand for ultra-high-speed data transmission increases.

The recent visit to South Korea by NVIDIA CEO Jensen Huang, who discussed ways to expand AI infrastructure with major domestic companies, is also cited as a factor boosting interest in the related industries. Although CEO Jensen Huang has completed his South Korea schedule and departed the country, expectations regarding the construction of AI data centers and next-generation networks still remain in the stock market.

On this day, the domestic stock market showed a strong rebound, with both the KOSPI and KOSDAQ rising simultaneously. As the sharp decline that drove the market into panic the previous day calmed down, low-priced buying flowed in. Following the KOSPI, a buy-side circuit breaker was also triggered in the KOSDAQ, indicating a rapid recovery in investor sentiment.

In the securities industry, it is expected that since the optical communication and optical semiconductor sectors are evaluated as core infrastructure for the growth of the AI industry, the future expansion of data center investments and the facility investment plans of global IT companies will act as important variables in stock price trends.

[This article was written based on public market data and official materials, and utilized artificial intelligence (AI) in the process of drafting the article and organizing the information. The information provided in this article is intended for general investment information purposes and does not constitute a solicitation to invest in any specific stock or financial product. Investing in the stock and financial markets carries the risk of principal loss, and all responsibility for investments lies with the investor. Please be sure to check related disclosures and official materials before making an investment decision. This publication does not bear legal or financial responsibility for the said information.]