消息面上，据报道，1月15日，台积电董事长兼首席执行官 C.C. Wei 与财务长 Wendell Huang举行2025 Q4绩后法说会。台积电公布2026年资本支出计划最高将达560亿美元，较2025年实际支出409亿美元大 幅增长37%，创下该公司历史新高。此外，管理层表示："未来三年资本支出将显著增加。实现56%及 以上长期毛利率是可实现的。" 国投证券研报表示，AI算力需求持续扩张，光模块产业景气度延续上行，并为产业链各环节带来机 遇。该行指，新一轮AI算力建设驱动高速光模块需求高增。预计26年全球云厂商资本开支将延续上行 通道，叠加AI集群扩容、新一代算力平台放量，以及1.6T/CPO等技术落地，共同构成核心驱动力。 智通财经APP获悉，光通信概念股拉升，截至发稿，剑桥科技(06166)涨6.13%，报88.3港元；鸿腾精密 (06088)涨5.74%，报4.97港元；汇聚科技(01729)涨5.43%，报15.54港元；华虹半导体(01347)涨4.33%， 报97.6港元。 ...

Group 1 - The optical communication sector is experiencing a collective rebound, with notable stock price increases for companies such as Huahong Semiconductor (up 5.69% to HKD 94.8), Jingxin Communication (up 5.44% to HKD 2.52), Hongteng Precision (up 5.66% to HKD 4.67), and Huiju Technology (up 2.11% to HKD 14.99) [1][1][1] Group 2 - At CES 2026, NVIDIA announced the Rubin architecture, which is a significant milestone in its data center hardware roadmap, integrating CPU, GPU, DPU, NIC, NVLink interconnect, and Ethernet switching into a comprehensive solution [1][1] - The primary goal of the Rubin platform is to significantly enhance AI performance and energy efficiency, with single GPU AI inference performance improving by 5 times and training performance by 3.5 times compared to previous generations [1][1] - Shanxi Securities released a report indicating that Rubin Ultra is expected to become a crucial milestone for the large-scale industrialization of Scaleup CPO, with Trainium4 and TPUv8 anticipated to be important drivers for CPO/NPO in 2027/28 [1][1] - Key investment aspects of CPO include high-density plug cores and extensive fiber optics resulting from shufflebox and multi-segment fiber wiring, advanced packaging of OE, and a large number of customized FAUs [1][1]

Group 1 - The optical communication sector is experiencing a downturn, with companies like Huiju Technology (01729) down 5.64% to HKD 15.9, Cambridge Technology (603083) down 5.56% to HKD 86.65, and Yangtze Optical Fibre (601869) down 3.39% to HKD 49.32 [1] - Overnight, Lumentum, a US optical communication stock, fell over 7%, negatively impacting market sentiment for the sector today [1] - According to a recent report by Guotou Securities, the optical module market is expected to see growth driven by AI demand expansion and high-end structural releases in 2026 [1] Group 2 - The new wave of AI computing infrastructure is expected to drive high demand for optical modules, with global cloud vendors' capital expenditures projected to continue on an upward trend [1] - Key drivers include the expansion of AI clusters, the rollout of next-generation computing platforms, and the implementation of technologies such as 1.6T/CPO [1] - The industry is evolving through two pathways: Scale-out, which expands horizontally through leaf spine architecture, amplifying optical module demand, and Scale-up, which breaks through copper cable bandwidth and distance limitations, accelerating the penetration of high-end optical modules in applications like GPU cabinet interconnection and memory pooling [1]

Group 1 - The optical communication sector is experiencing a decline, with companies like Huiju Technology (01729) down 5.64% to HKD 15.9, Cambridge Technology (06166) down 5.56% to HKD 86.65, and Yangtze Optical Fibre and Cable (06869) down 3.39% to HKD 49.32 [1] - The drop in the sector is influenced by a significant decline in the US optical communication stock Lumentum, which fell over 7%, affecting market sentiment [1] - According to a recent report from Guotou Securities, the optical module market is expected to see growth driven by AI demand expansion and high-end structural releases by 2026, with a continued upward trend in global cloud vendor capital expenditures [1] Group 2 - The report highlights that the new round of AI computing power construction will drive high growth in the demand for high-speed optical modules, supported by the expansion of AI clusters and the rollout of next-generation computing platforms [1] - The industry is evolving through two main paths: Scale-out, which expands horizontally through leaf spine architecture, amplifying optical module demand through a "multiplier effect," and Scale-up, which breaks through the bandwidth and distance limitations of copper cables, accelerating the penetration of high-end optical modules in applications like GPU cabinet interconnection and memory pooling [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 匯聚科技有限公司 呈交日期： 2026年1月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 01729 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01729 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,959,299,000 | | 0 | | 1,959,299,000 | | 增加 / 減少 (-) | | | 22,666,404 | | | | | | 本月底結存 | | | 1,981,965,404 | | 0 | | 1,981,965,404 | 公司名稱: 匯聚科技有限公司 呈交日期: 2026年1月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份 ...

(Incorporated in Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） （Stock Code 股份代號：1729） Dear Non-registered Holder, Time Interconnect Technology Limited (the "Company") – Notification of publication of Circular dated 31 December 2025 together with Notice of Extraordinary General Meeting and Form of Proxy (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communications are available on the Company's website at www.time-interconnect.com and the ...

(Incorporated in Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） （Stock Code 股份代號：1729） NOTIFICATION LETTER 通知信函 Dear Registered Shareholders. 31 December 2025 Time Interconnect Technology Limited (the "Company") – Notification of publication of Circular dated 31 December 2025 together with Notice of Extraordinary General Meeting and Form of Proxy (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communications are now available on the Compan ...

1729 適用於二零二六年一月二十一日舉行之 股東特別大會（或其任何續會）的 代表委任表格 本人╱吾等 （附註1） ， | | | 普通決議案 | （附註4） 贊成 | （附註4） 反對 | | --- | --- | --- | --- | --- | | 1. | | 批准以下事項： | | | | | (a) | 謹此確認、追認及批准簽署立訊精密補充總供應協議及立訊精密新年 | | | | | | 度上限（已於本公司日期為二零二五年十二月三十一日的通函內作出 | | | | | | 定義及詳述）以及批准據此進行的交易； | | | | | (b) | 謹此確認、追認及批准簽署立訊總供應協議及立訊年度上限（已於本 | | | | | | 公司日期為二零二五年十二月三十一日的通函內作出定義及詳述）以 | | | | | | 及批准據此進行的交易；及 | | | | | (c) | 謹此授權本公司任何一名或多名董事，在其可能絕對酌情認為就使任 | | | | | | 何與立訊精密補充總供應協議及立訊總供應協議以及其項下擬進行的 | | | | | | 交易有關或相關連的事宜生效、終結、修改、補充或完成而言屬必 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本通告的內容概不負責，對其準確性或完整性亦不發表任 何聲明，並明確表示，概不對因本通告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 1729 股東特別大會通告 茲通告匯聚科技有限公司（「本公司」）謹訂於二零二六年一月二十一日（星期三）下午三時正假座香 港沙田香港科學園科技大道東5號5E大樓2樓213-221室大會議室舉行股東特別大會（「股東特別大 會」），以考慮並酌情通過（不論有否修訂）下列決議案為普通決議案： 香港，二零二五年十二月三十一日 註冊辦事處 Windward 3, Regatta Office Park PO Box 1350 Grand Cayman KY1-1108 Cayman Islands 總部及香港主要營業地點 香港沙田 香港科學園 科技大道東5號 5E大樓2樓213-221室 附註： - 2 - 普通決議案 - 1 - 1. 「動議： (a) 謹此確認、追認及批准簽署立訊精密補充總供應協議及立訊精密新年度上限（已 於通函內作出定義及詳述）以及批准據此進行的交易； (b) 謹此確認、追認及批准簽署立訊總供應 ...