Furukawa Electric <5801> surged significantly. Daiwa Securities upgraded their investment rating from "3" to "2" and raised their target stock price from 3000 yen to 4600 yen. They have upwardly revised their performance estimates, incorporating improvements in the profit and loss of energy infrastructure, recovery of sales of optical fiber in the United States, and other factors. They expect demand for optical cables for US communication companies to recover in the latter half of this fiscal year, once the details of the BABA system are determined, and they also anticipate that profits in the functional products business will trend toward growth, focusing on AI thermal products.