Driven by AI compute buildouts, Chinese fiber-optic cable makers say order books are full. Production has been at full capacity since Q4 2025 and scheduled orders now run into 2027. Jiangsu Hengtong Fiber Technology Co. reported Q1 output up 35% YoY and overseas shipments up 55%; exports are concentrated in North America and Southeast Asia. The main bottleneck for further capacity expansion is optical preforms; leading domestic firms are accelerating in‑house R&D and preform capacity expansion.

加拿大总理卡尼：加拿大与美国的贸易协议仍然是最佳选择。

Morgan Stanley Asia and emerging markets equity strategist Daniel Blake projects MSCI Emerging Markets index EPS to rise 40% in 2026 and slow to 9% in 2027, slightly below consensus. He says recent consensus earnings revisions in EM have been driven mainly by information technology and energy. The firm favors North Asia, Brazil, Greece, Hungary and Saudi Arabia, prefers China A‑shares, and highlights capital expenditure (capex) outperformance versus consumption.