Group 1 - The optical communication concept stocks have shown significant gains, with Changfei Optical Fiber rising by 18.19% to HKD 131.9, Huiju Technology increasing by 8.94% to HKD 17.54, Cambridge Technology up by 5.7% to HKD 67.75, and Hong Teng Precision gaining 3.4% to HKD 5.78 [1] - During the Spring Festival, Huagong Technology's optical module business reported full operation at its production bases in Wuhan and Thailand, ensuring mass production and delivery of high-speed optical modules like 1.6T and 800G [1] - The order backlog for Huagong Technology's connection business extends to Q4 2026, with AI high-speed optical module production lines operating at full capacity 24 hours a day [1] Group 2 - According to a report by Industrial Securities, the combined capital expenditure guidance for Amazon, Google, Meta, and Microsoft is approximately USD 598.7 billion for 2026, reflecting a year-on-year growth of 67% [2] - The demand for AI computing power remains strong, driven by a global arms race, leading to a scaling expansion of data centers and accelerating the commercialization of 1.6T and 3.2T high-speed optical modules [2] - The need for massive computing power is creating a supply-demand gap in critical infrastructure such as optical fibers and liquid cooling, indicating a high level of prosperity across multiple segments of the industry chain [2]

汇聚科技公告，配售协议所载的所有条件已获达成，配售事项已于2026年2月20日根据配售协议的条款 及条件完成。合共1.08亿股配售股份(占紧接配售事项完成前本公司现有已发行股本约5.45%，及紧随配 售事项完成后经配发及发行配售股份扩大后的本公司已发行股本约5.16%)已成功配售予不少于六名承配 人，配售价为每股15.22港元。 智通财经APP获悉，香港联交所最新资料显示，2月20日，汇聚科技(01729)股东将股票存入花旗银行， 存仓市值17.85亿港元，占比5.45%。 ...

Market Overview - The Hong Kong stock market has rebounded, with the Hang Seng Index closing at 27,081.91 points, up 2.53% or 668.56 points, and a total trading volume of 172.96 billion HKD [1] - The technology sector is experiencing increased scrutiny and differentiation, with domestic technology valuations remaining relatively low compared to the U.S. [1] Blue-Chip Performance - Zijin Mining (02899) saw a significant increase of 5.35%, closing at 44.95 HKD, contributing 22.03 points to the Hang Seng Index [2] - Other notable blue-chip stocks include Meituan-W (03690) up 5.26%, SMIC (00981) up 5.02%, while New Oriental Energy (02688) and Chow Tai Fook (01929) experienced slight declines [2] Sector Highlights - Large technology stocks showed a strong recovery, with Meituan-W rising over 5% and other major players like JD, Alibaba, Xiaomi, and Baidu increasing by over 3% [3] - The precious metals sector, particularly gold and copper, performed well, with Zijin Gold International (02099) rising 6.82% [5] - The AI sector is expected to see significant advancements, with Alibaba Cloud launching a new model at competitive pricing, indicating a potential shift in the global AI landscape by 2026 [4] Lithium and Battery Sector - The lithium and battery sectors are experiencing strong growth, with companies like Ruipu Lanjun (00666) increasing by 15.42% and CATL (03750) up 3.14% [7] - UBS has raised its price forecasts for lithium products, indicating a third super cycle for lithium prices and predicting a significant increase in China's market share in the global electric vehicle sector by 2030 [8] Optical Communication Sector - The optical communication sector is seeing notable gains, with companies like Yangtze Optical Fibre and Cable (06869) rising 14.43% due to strong production and demand for high-speed optical modules [6]

2月23日早盘，港股三大指数高开。截至发稿，恒生指数涨2.6%报27100.94点，日内涨近700点；恒生国 企指数涨2.86%报9215.75点，恒生科技指数涨3.77%报5407.81点。 A50期指盘中快速拉升，截至发稿涨1.6%。 个股方面，美团涨超7%，京东、中芯国际涨超5%，华虹半导体涨超4%，阿里巴巴涨超3%。 港股光通讯概念走强，截至发稿，长飞光纤光缆涨近17%，最新总市值为1080亿港元；汇聚科技涨超 8%，剑桥科技涨超5%。 | < V | | 长飞光纤光缆 | | | Ca Q | | --- | --- | --- | --- | --- | --- | | | | 06869 港股通 ▼ | | | | | 130.500 今开 116.200 最高 133.000 最低 115.500 | | | | | | | 16.94% 18.900 块子 | | 1.42% 总手 | | 600万 金额 | 7.66亿 | | 总值 1080亿 市盈 TM 177.42 市净 | | | | 8.34 | 重多 | | A股报价 213.39 -6.00% | | | | 溢价(H/A): ...

近日，汇聚科技（01729）发布公告，配售协议所载的所有条件已获达成，配售事项已于2026年2月20日根据配售 协议的条款及条件完成。合共1.08亿股配售股份（占紧接配售事项完成前本公司现有已发行股本约5.45%，及紧 随配售事项完成后经配发及发行配售股份扩大后的本公司已发行股本约5.16%）已成功配售予不少于六名承配 人，配售价为每股15.22港元。 汇聚科技拟将配售事项所得款项净额总额用于以下用途：约50%用于支持本集团的战略投资及收购；约30%用于 本集团发展全球业务及扩展海外业务；约20%用于营运资金及一般企业用途，以支持本集团的业务营运及增长。 配售事项完成前后，公司股权架构发生变化。配售完成后，主要股东立讯精密持股比例由69.61%稀释至66.02%， 公众持股比例提升至32.92%。 本次配售是汇聚科技在2025年完成对德晋昌投资（铜材生产基地）及莱尼电缆业务（德国）收购后的又一次关键 资本运作。 业内有人士认为，通过2025年以代价发行方式募资3.3亿港元收购德晋昌，公司已实现对铜材上游原材料的垂直整 合。本次配售资金中50%用于进一步战略投资与收购，意在巩固并扩展该优势，提升对关键原材料质量 ...

Group 1 - The Hong Kong stock market saw a significant surge in optical communication concept stocks, with 长飞光纤光缆 (China Fiber Optic) rising over 16% to reach a historical high of 133 HKD, pushing its market capitalization above 100 billion HKD and accumulating over 150% increase year-to-date [1][2] - Other stocks in the sector also experienced gains, including 汇聚科技 (Gather Technology) which rose over 9%, and 剑桥科技 (Cambridge Technology) which increased by 5.93% [1][2] - The production capacity of 光模块 (optical modules) is being fully utilized, with companies like 华工科技 (Huagong Technology) and 长飞 (Changfei) maintaining full production lines during the Spring Festival, indicating strong demand for high-speed optical modules [2] Group 2 - A report from 兴业证券 (Industrial Securities) indicates that the combined capital expenditure guidance from major cloud service providers like Amazon, Google, Meta, and Microsoft is projected to reach approximately 598.7 billion USD by 2026, reflecting a year-on-year growth of 67% [3] - The demand for AI computing power is expected to drive the expansion of data centers, leading to increased commercialization of high-speed optical modules such as 1.6T and 3.2T, and advancements in technologies like silicon photonics and CPO [3] - The growing demand for massive computing power is anticipated to create a supply-demand gap in critical infrastructure such as optical fibers and liquid cooling systems, resulting in high prosperity across multiple segments of the industry [3]

截至发稿，长飞光纤光缆(06869.HK)涨17%，汇聚科技(01729.HK)涨6%，剑桥科技(06166.HK)涨4%。 ...

英矽智能(03696.HK)：获纳入恒生综合指数成份股。 2）回购动态 小米集团-W(01810.HK)：斥资1.52亿港元回购428.24万股，回购价35.32-35.74港元。 吉利汽车(00175.HK)：斥资2751.25万港元回购163.1万股，回购价16.69-16.99港元。 1）公司要闻 协合新能源(00182.HK)：预计2025年净利润同比下降超过80%，上一年同期约盈利8亿元。主要由于发电业务收入与毛利率下降及资产减值。 叮当健康(09886.HK)：预计2025财年净亏损显著收窄逾80%，主要由于商誉减值减少；经调整净利润不少于约人民币500万元，同比扭亏为盈。 宏辉集团(00183.HK)：发盈警，预期中期股东应占亏损可能大幅下降30%至40%。 汇聚科技(01729.HK)：完成配售1.08亿股配售股份，净筹约16.35亿港元，约50%用于支持战略投资及收购，30%用于发展全球业务及扩展海外业务。 翰森制药(03692.HK)：甲磺酸阿美替尼片单药治疗于欧盟获批上市。 智通财经2月20日讯（编辑 冯轶）智通财经为您带来今日港股重要公告 金山软件(03888.HK)：斥资1999.5 ...

每经AI快讯，2月20日，汇聚科技(01729.HK)发布公告，配售协议所载的所有条件已获达成，配售事项 已于2026年2月20日根据配售协议的条款及条件完成。合共1.08亿股配售股份已成功配售予不少于六名 承配人，配售价为每股15.22港元。配售事项所得款项净额约为16.35亿港元，公司拟将所得款项净额用 于支持集 团的战略投资及收购、发展全球业务及扩展海外业务、用于营运资金及一般企业用途，以支 持集团的业务营运及增长。 ...

格隆汇2月20日丨汇聚科技(01729.HK)公告，董事会欣然宣布，配售协议所载的所有条件已获达成，配 售事项已于2026年2月20日根据配售协议的条款及条件完成。合共1.08亿股配售股份(占紧接配售事项完 成前公司现有已发行股本约5.45%，及紧随配售事项完成后经配发及发行配售股份扩大后的公司已发行 股本约5.16%)已成功配售予不少于六名承配人，配售价为每股15.22港元。是次配售事项所得款项净额 约为16.35亿港元。 ...