Group 1 - The Hong Kong stock market saw a decline in optical communication concept stocks, with all listed companies in this sector experiencing losses [1] - Changfei Fiber Optics (06869.HK) dropped by 6.91%, trading at 86.2 HKD [1] - Huahong Semiconductor (01347.HK) fell by 4.2%, with a current price of 98.1 HKD [1] - Huiju Technology (01729.HK) decreased by 3.86%, now priced at 16.93 HKD [1] - Cambridge Technology (06166.HK) saw a decline of 3.06%, trading at 71.25 HKD [1] - Hongteng Precision (06088.HK) experienced a drop of 2.87%, with a price of 4.74 HKD [1]

Core Viewpoint - The optical communication sector is experiencing a significant decline, with major stocks such as Changfei Optical Fiber and Huahong Semiconductor seeing notable drops in their share prices. The overall market sentiment appears to be negative, influenced by currency fluctuations and profit warnings from companies in the sector [1] Group 1: Stock Performance - Changfei Optical Fiber (601869) has decreased by 6.91%, trading at 86.2 HKD [1] - Huahong Semiconductor (01347) has fallen by 4.2%, currently at 98.1 HKD [1] - Huiju Technology (01729) is down by 3.86%, priced at 16.93 HKD [1] - Cambridge Technology (603083) has dropped by 3.06%, now at 71.25 HKD [1] - Hong Teng Precision (06088) has seen a decline of 2.87%, trading at 4.74 HKD [1] Group 2: Industry Outlook - According to Guotai Junan Securities, the performance forecast for 2025 has concluded, and the appreciation of the RMB is impacting the optical interconnection sector, particularly for companies focused on overseas exports [1] - The average potential impact on profits due to provisions and exchange rate fluctuations is estimated to be within 5%, although some companies may face impacts close to 50% of their profits [1] - Looking ahead to 2026, while individual company performance may vary, the overall outlook for the industry remains manageable [1] - The market for pluggable solutions is expected to continue improving, with new packaging and material technologies beginning to materialize, presenting opportunities for marginal changes [1]

Group 1 - The core viewpoint of the article highlights the significant rise in stock prices of optical communication concept stocks in the Hong Kong market [2] Group 2 - Huiju Technology (01729.HK) saw an increase of 11.75%, reaching HKD 17.12 [2] - Hong Teng Precision (06088.HK) experienced a rise of 8.09%, trading at HKD 5.09 [2] - Changfei Optical Fiber and Cable (06869.HK) rose by 8.16%, with a price of HKD 91.5 [2] - Cambridge Technology (06166.HK) increased by 1.71%, priced at HKD 77.25 [2]

每经AI快讯，2月3日，港股光通信股午后延续涨势，汇聚科技涨超12%，长飞光纤光缆涨超8%，FIT HON TENG涨超8%。 ...

Group 1 - The core viewpoint of the article highlights the significant increase in stock prices of optical communication concept stocks, driven by strong capital expenditure growth in AI infrastructure from major companies like Microsoft and Meta [1] - Microsoft reported a record capital expenditure of $37.5 billion for the second fiscal quarter of 2026, representing a 66% year-on-year increase [1] - Meta anticipates its capital expenditure for 2026 to be between $115 billion and $135 billion, nearly double its 2025 capital expenditure [1] Group 2 - Both Microsoft and Meta's management emphasized that their investments in computing power will continue to increase in the coming quarters to support the training of next-generation large models and growing inference demands [1] - Citic Securities released a report indicating a surge in AI agent phenomena like Clawdbot and a significant increase in Tokes usage, projecting strong AI computing power demand in 2026 [1] - The optical fiber and cable industry has transitioned from recovery to a phase of simultaneous volume and price increases, with continued recommendations for the optical module industry chain due to high visibility in performance [1]

Group 1 - The core viewpoint of the article highlights the significant rise in optical communication concept stocks, driven by strong capital expenditure in AI infrastructure from major companies like Microsoft and Meta [1] - Microsoft reported a record capital expenditure of $37.5 billion for Q2 of fiscal year 2026, marking a 66% year-on-year increase [1] - Meta anticipates its capital expenditure for 2026 to be between $115 billion and $135 billion, nearly double its 2025 capital expenditure [1] Group 2 - The report from CITIC Securities indicates a surge in AI agent phenomena like Clawdbot, with a substantial increase in Tokes usage [1] - The demand for AI computing power is expected to remain strong in 2026, with optimistic capital expenditure forecasts for North American CSPs [1] - The optical fiber and cable industry is transitioning from recovery to a phase of simultaneous volume and price increases, with continued recommendations for the optical module industry chain [1]

Group 1 - The core viewpoint of the article highlights the strong performance of Hong Kong's optical communication concept stocks on February 3, with notable increases in share prices for several companies [1] Group 2 - FIT HON TENG (06088.HK) saw a rise of 3.83% [1] - Changfei Optical Fiber and Cable (06869.HK) increased by 2.78% [1] - Huiju Technology (01729.HK) experienced a gain of 3.07% [1]

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 | | 2026年1月31日 | | --- | --- | | 狀態: | | | 新提交 | | | | 截至月份: | 致：香港交易及結算所有限公司 公司名稱: 匯聚科技有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 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 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.01 | HKD | | 30,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 3,000,000,000 | HKD | | 0. ...

汇聚科技(01729)公布，庄桂荣先生及洪维澧先生已获委任为执行董事;及胡志远博士已获委任为独立非 执行董事，自2026年2月1日起生效。 ...

智通财经APP讯，汇聚科技(01729)公布，庄桂荣先生及洪维澧先生已获委任为执行董事;及胡志远博士 已获委任为独立非执行董事，自2026年2月1日起生效。 ...