LYTE.MI is trading at €4.53, up 3.50%, with the specific reason for the gain unconfirmed. - AI infrastructure and photonics-related stocks were sharply repriced after election results heightened concerns about AI regulation and data-center construction. - The fund holds substantial weights in optical and connectivity companies exposed to that theme. The sector news helps explain recent pressure, but not LYTE.MI’s move higher, which may be a rebound.