Core Viewpoint - The optical communication sector is experiencing a collective rebound, driven by significant investments from Nvidia in advanced optical technology, indicating a strong future for optical communication technologies [1] Group 1: Stock Performance - Cambridge Technology (603083) saw an increase of 8.63%, trading at 77.4 HKD [1] - Hong Teng Precision (06088) rose by 5.49%, reaching 5.96 HKD [1] - Huijun Technology (01729) increased by 5.31%, priced at 17.45 HKD [1] - Huahong Semiconductor (01347) gained 2.2%, trading at 88.15 HKD [1] Group 2: Strategic Investments - Nvidia announced a strategic partnership with two leading companies in the optical communication field, Lumentum and Coherent, investing 20 billion USD in each, totaling 40 billion USD for advanced optical technology research and manufacturing [1] Group 3: Market Outlook - According to Open Source Securities, the optical communication technology is expected to become a core technology for future AIDC interconnects, highlighting opportunities in silicon photonics, CPO, OCS, hollow-core fibers, and thin-film lithium niobate [1] - China Galaxy Securities noted that the optical module market is still in an upward trend, with high demand from overseas cloud service providers expected to continue through 2026, driven by GPU performance improvements [1] - The trend of upgrading to high-speed, high-value optical modules is anticipated to accelerate, with a clear shift from optical to copper expected to further increase the demand for optical modules [1]

Group 1: Pharmaceutical and Biotechnology Sector - Four Seasons Pharmaceutical (00460) saw a stock increase of 3.7% after receiving approval from the NMPA for its innovative drug, Pyrocilin Tablets, for treating HR+/HER2- advanced breast cancer [1] - Hengrui Medicine (01276) rose over 5% following the approval of a clinical trial for HRS-1780 Tablets aimed at treating primary hyperaldosteronism [3] - Mirxes-B (02629) experienced a stock surge of 10.86% after announcing a strategic partnership with Apollo Health to develop advanced cancer early detection solutions in India [3] - Cornerstone Pharmaceuticals-B (02616) increased by 12.37% after receiving FDA approval for its IND application for CS2009, a tri-specific antibody for advanced solid tumors [4] - Deciphera Pharmaceuticals-B (06996) rose 16.77% after signing an agreement with U.S. Biotech for the global development and commercialization of ATG-201, a dual-specific T-cell engager [5] Group 2: Automotive Sector - Automotive stocks showed a collective rebound, with XPeng Motors-W (09868) up 3.14% and NIO-SW (09866) up 3.43%, driven by news of BYD's upcoming launch of its second-generation blade battery and fast-charging technology [2] Group 3: Technology and Communication Sector - Optical communication stocks rallied, with Cambridge Technology (06166) up 8.7% after NVIDIA announced a $40 billion investment in optical technology through partnerships with Lumentum and Coherent [1] - Brain-computer interface stocks surged, with Nanjing Panda Electronics (00553) increasing by 24.64% following government reports emphasizing the development of future industries, including brain-computer interfaces [2] Group 4: Cryptocurrency Sector - Cryptocurrency-related stocks rebounded, with Okex Cloud Chain (01499) rising 15.89% as Bitcoin surpassed $72,000, driven by short-covering amid geopolitical concerns [5][6]

Core Viewpoint - The optical communication sector is experiencing a collective rebound, driven by significant investments from Nvidia in leading companies within the field, indicating a strong future for optical technologies [1] Group 1: Market Performance - Cambridge Technology (06166) increased by 8.63%, reaching HKD 77.4 [1] - Hong Teng Precision (06088) rose by 5.49%, reaching HKD 5.96 [1] - Huijun Technology (01729) saw a 5.31% increase, reaching HKD 17.45 [1] - Huahong Semiconductor (01347) grew by 2.2%, reaching HKD 88.15 [1] Group 2: Strategic Investments - Nvidia announced a strategic partnership with two leading companies in the optical communication sector, Lumentum and Coherent, investing USD 2 billion in each, totaling USD 4 billion for advanced optical technology research and manufacturing [1] Group 3: Industry Outlook - Open Source Securities believes that this move reinforces the potential of optical communication technology as a core technology for future AIDC interconnects, highlighting opportunities in silicon photonics, CPO, OCS, hollow-core fibers, and thin-film lithium niobate [1] - China Galaxy Securities notes that the optical module market is still in an upward trend, with high overseas demand and capital expenditure from major cloud providers expected to exceed forecasts through 2026 [1] - The trend of upgrading GPU performance is driving a clear upgrade in overseas optical module speeds, with an anticipated acceleration in the volume and demand for high-speed, high-value optical modules [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 截至月份: 2026年2月28日 狀態: 新提交 呈交日期: 2026年3月4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) | 06088 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 15,360,000,000 | USD | 0.01953125 | USD | | 300,000,000 | | 增加 / 減少 (-) | | | | 0 | | USD | | 0 | | 本月底結存 | | | 15,360,000,000 | USD | 0.01953125 | USD | | 300,000,000 | 本月底法定/註冊股本總額： USD 300,000,000 FF301 第 1 ...

承董事會命 鴻騰六零八八精密科技股份有限公司* 董事會主席 盧松青 香港，二零二六年三月二日 （股份代號：6088） 董事會會議日期 鴻騰六零八八精密科技股份有限公司 * （「本公司」，連同其附屬公司為「本集團」） 董事會（「董事會」）謹此宣佈，本公司將於二零二六年三月十二日（星期四）舉行董 事會會議，藉以（其中包括）(i)考慮及批准本集團截至二零二五年十二月三十一日 止年度的全年業績；及(ii)考慮建議派發截至二零二五年十二月三十一日止年度的 末期股息（如有）。 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公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不會就本公告全部或任何部分內容而產生或因倚 賴該等內容而引致之任何損失承擔任何責任。 （於開曼群島以鴻騰精密科技股份有限公司的名稱註冊成立的有限公司， 並以鴻騰六零八八精密科技股份有限公司於香港經營業務） 截至本公告日期，董事會包括執行董事盧松青先生、盧伯卿先生及PIPKIN Chester John先生；非執行董事張傳旺先生及黃碧君女士；以及獨立非執行董事 CURWEN Peter D先生、鄧貴彰先生及陳永源先生。 * 於開 ...

智通财经APP获悉，招银国际发布研报称，展望2026年，看好鸿腾精密(06088)AI伺服器业务高速发 展，认为公司今年将充分受益于GB300/VR200伺服器的架构升级，看好公司在互连、电源、液冷和CPO 领域拥有的强大产品线。该行将其目标价由6.77港元上调至7.33港元，重申"买入"评级，并指公司今年 业务前景强劲，AI互联、电源及散热升级成关键增长动力。 该行预料，鸿腾精密AI相关业务收入在2025至2027年将以95%复合增长率增长，到2027年占收入的18% (相对于去2025年的6%)。该行预料，2025年第四季收入和净利润分别同比增长6%和21%，相对于第三 季同比各增长13%及9%。由于AI收入结构改善，该行预计鸿腾精密去年第四季毛利率和净利率将同比 恢复至20.2%和5%。 ...

招银国际发布研报称，展望2026年，看好鸿腾精密(06088)AI伺服器业务高速发展，认为公司今年将充 分受益于GB300/VR200伺服器的架构升级，看好公司在互连、电源、液冷和CPO领域拥有的强大产品 线。该行将其目标价由6.77港元上调至7.33港元，重申"买入"评级，并指公司今年业务前景强劲，AI互 联、电源及散热升级成关键增长动力。 该行预料，鸿腾精密AI相关业务收入在2025至2027年将以95%复合增长率增长，到2027年占收入的18% (相对于去2025年的6%)。该行预料，2025年第四季收入和净利润分别同比增长6%和21%，相对于第三 季同比各增长13%及9%。由于AI收入结构改善，该行预计鸿腾精密去年第四季毛利率和净利率将同比 恢复至20.2%和5%。 ...

招银国际发表研报指，展望2026年，看好鸿腾精密AI服务器业务高速发展，认为公司今年将充分受益 于GB300/VR200服务器的架构升级，看好公司在互连、电源、液冷和CPO领域拥有的强大产品线。该行 预料，鸿腾精密AI相关业务收入在2025至2027年将以95%复合增长率增长，到2027年占收入的18%(相 对于去2025年的6%)。 该行预料，2025年第四季收入和净利润分别按年增长6%和21%，相对于第三季按年各增长13%及9%。 由于AI收入结构改善，该行预计鸿腾精密去年第四季毛利率和净利率将按年恢复至20.2%和5%。该行将 其目标价由6.77港元上调至7.33港元，重申"买入"评级，并指公司今年业务前景强劲，AI互联、电源及 散热升级成关键增长动力。 ...

Group 1 - The Hang Seng Index fell by 0.39%, down 104 points, closing at 26,661 points, while the Hang Seng Tech Index dropped by 1.65% [1] - The early trading volume in the Hong Kong stock market reached HKD 130.9 billion [1] - Electric equipment stocks surged due to explosive growth in AI data centers, with Dongfang Electric rising over 17% and Harbin Electric increasing by over 6% [1] - Chongqing Machinery and Electric gained over 11% as US tech giants committed to self-supplying power, driving demand for high-power engines [1] - Goldwind Technology rose by 7%, with China's annual wind power installations expected to reach 130 GW, and wind turbine prices likely to continue a slight recovery [1] - Optical communication stocks saw gains, with institutions predicting new growth in the industry as OFC 2026 approaches; Hongteng Precision rose by 15% and Yangtze Optical Fibre and Cable increased by 4% [1] - MINIMAX experienced over a 3% increase after launching the MaxClaw model, with Goldman Sachs indicating it is in a high-growth phase [1] - Stablecoin-related stocks were active, with Circle's stock soaring 35% post-earnings, and Hong Kong set to issue its first batch of licenses next month; Guofu Quantum rose by 6% and Lianlian Digital increased by 2% [1] - Wanka Yilian surged over 10%, expecting annual profit growth of up to approximately 795.7%, with its AI commercialization service platform achieving precise targeting [1] Group 2 - Gaming stocks continued to decline as Macau's gambling revenue during the Spring Festival fell short of expectations, leading Morgan Stanley to slightly lower its February revenue forecast; Melco International Development dropped by 5.2% and Galaxy Entertainment fell by 4.7% [2] - Contemporary Amperex Technology Co. (CATL) decreased by 5.5% due to Zimbabwe tightening lithium ore exports, which may increase lithium prices and raise costs for downstream battery manufacturers [2]

光通信概念股午前走高，截至发稿，鸿腾精密（06088）上涨15.47%，报6.94港元；剑桥科技（06166） 上涨5.02%，报71.10港元；长飞光纤光缆（06869）上涨4.87%，报137.70港元；汇聚科技（01729）上 涨2.78%。报20.32港元。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 光通信概念股午前走高，截至发稿，鸿腾精密（06088）上涨15.47%，报6.94港元；剑桥科技（06166） 上涨5.02%，报71.10港元；长飞光纤光缆（06869）上涨4.87%，报137.70港元；汇聚科技（01729）上 涨2.78%。报20.32港元。 责任编辑：卢昱君 ...