Core Insights - The global technology industry is expected to experience a divergence in end-user demand alongside accelerated AI innovation by 2026 [2] - High-end markets are showing resilience driven by AI functionalities, while low-end consumer electronics are facing short-term pressure due to macroeconomic factors and cost challenges [2] AI Computing Infrastructure - The demand for AI computing power is expected to expand, with a focus on AI infrastructure, including VR/ASIC architecture upgrades that will drive both volume and price increases for ODM and components [2][3] - AI server shipments are projected to grow by 50% year-on-year to 2.32 million units, driven by investments in AI infrastructure [3] Smartphone Market - Global smartphone shipments are anticipated to decline by 5% year-on-year to 1.18 billion units due to macroeconomic uncertainties and rising storage costs [4] - High-end smartphones, particularly Apple's innovations, are expected to maintain resilience, with the introduction of the first foldable iPhone and AI-driven features [4] AR/VR Market - The global AI glasses market is projected to exceed 10 million units by 2026, marking a significant growth in wearable technology [5] - Major tech companies are intensifying their investments in AR/VR, with expectations for AR glasses to reach 32 million units by 2030 [5] PC and Automotive Electronics - The global PC market is expected to face a slight decline of 2% year-on-year to 275 million units, influenced by the end of the Windows 11 upgrade cycle and rising storage costs [6] - AIPC penetration is forecasted to exceed 50% by 2026, becoming a mainstream standard, while L4-level autonomous driving is expected to accelerate due to regulatory improvements and cost reductions [6]

Core Viewpoint - The optical communication sector is experiencing a significant rise, driven by the increasing demand for high-speed optical transceivers due to the growth of AI data centers and large-scale clustering [1] Group 1: Stock Performance - Hongteng Precision (06088) increased by 7.01%, reaching HKD 5.65 [1] - Changfei Optical Fiber and Cable (06869) rose by 4.02%, reaching HKD 37.78 [1] - Cambridge Technology (06166) saw a 3.47% increase, reaching HKD 89.5 [1] - Huiju Technology (01729) grew by 0.59%, reaching HKD 17.12 [1] Group 2: Market Research Insights - TrendForce's latest report indicates that the shipment of optical transceivers above 800G is expected to reach 24 million units in 2025 and nearly 63 million units in 2026, representing a growth of 2.6 times [1] - The demand for high-speed optical transceivers is causing severe supply bottlenecks in upstream laser light sources [1] Group 3: Industry Outlook - CICC believes that the AI technology revolution and energy revolution are driving demand from upstream raw materials to midstream manufacturing, leading to improved performance for listed companies [1] - In December, the application of artificial intelligence continues to develop, with a focus on domestic computing power, optical modules, and cloud computing infrastructure, as well as applications in robotics, consumer electronics, intelligent driving, and software applications [1]

Group 1 - The Hang Seng Index fell by 0.84%, down 215 points, closing at 25,549 points, while the Hang Seng Tech Index dropped by 1.32% [1] - The trading volume in the Hong Kong stock market reached HKD 107.8 billion in the morning session [1] - Optical communication stocks surged, driven by increased demand for high-speed optical transceiver modules, with institutions predicting a significant rise in shipment volumes next year [1] Group 2 - Notable gainers included Hongteng Precision, which rose by 7.95%, and Changfei Optical Fiber, which increased by 4.57% [1] - Zhaoyan New Drug saw an increase of over 8% due to a surge in the price of experimental monkeys, with institutions indicating a potential widening supply-demand gap [1] - The stock of Excellence Education, a provider of digital solutions for higher education, rose over 16% on its second day of trading, with its market value approaching HKD 10 billion [1] Group 3 - Oil stocks collectively declined, with geopolitical events weakening support for oil prices, although institutions remain optimistic about the long-term investment value of major oil companies [1] - PetroChina fell by 3%, Sinopec by 2.21%, and CNOOC by 2.32% [1] Group 4 - The non-ferrous metals sector faced significant declines, with Jiangxi Copper down 5.96%, Luoyang Molybdenum down 6.27%, and China Aluminum down 5.34% due to market concerns over central banks' interest rate policies [2] - Silver Noble Pharmaceuticals saw a drop of over 14%, with a cumulative decline of 25% since entering the market [2] Group 5 - Ocean Park Corporation's stock fell by 9%, reaching a new low for the year, amid financial product repayment issues faced by its controlling shareholder [3]

每经AI快讯，港股光通信概念股再度上扬，截至发稿，鸿腾精密(06088.HK)涨7.01%，报5.65港元；长 飞光纤光缆(06869.HK)涨4.02%，报37.78港元；剑桥科技(06166.HK)涨3.47%，报89.5港元；汇聚科技 (01729.HK)涨0.59%，报17.12港元。 ...

Group 1 - The core viewpoint of the article highlights a significant rise in optical communication concept stocks, driven by the increasing demand for high-speed interconnection technology in AI data centers [1] - Hongteng Precision (06088) saw a stock increase of 7.01%, reaching HKD 5.65, while Changfei Optical Fiber (601869) rose by 4.02% to HKD 37.78 [1] - Cambridge Technology (603083) and Huiju Technology (01729) also experienced stock increases of 3.47% to HKD 89.5 and 0.59% to HKD 17.12, respectively [1] Group 2 - According to TrendForce's latest research report, the shipment volume of optical transceiver modules above 800G is expected to reach 24 million units in 2025 and nearly 63 million units in 2026, representing a growth rate of 2.6 times [1] - The report indicates a severe supply bottleneck in laser light sources at the upstream supply chain due to the substantial demand for high-speed optical transceiver modules [1] - CICC believes that the AI technology revolution and energy revolution will support demand from upstream raw materials to midstream manufacturing, leading to improved performance for listed companies [1]

Core Viewpoint - The optical communication sector is experiencing a significant rise, driven by the increasing demand for high-speed optical transceiver modules due to the growth of AI data centers and cloud computing infrastructure [1] Group 1: Stock Performance - Hongteng Precision (06088) increased by 7.01%, reaching HKD 5.65 [1] - Changfei Optical Fiber and Cable (06869) rose by 4.02%, reaching HKD 37.78 [1] - Cambridge Technology (06166) saw a 3.47% increase, reaching HKD 89.5 [1] - Huiju Technology (01729) grew by 0.59%, reaching HKD 17.12 [1] Group 2: Market Research Insights - TrendForce's latest report indicates that the global shipment of optical transceiver modules above 800G is expected to reach 24 million units by 2025 and nearly 63 million units by 2026, representing a growth of 2.6 times [1] - The report highlights a severe supply bottleneck in laser light sources at the upstream supply chain due to the high demand for 800G optical transceiver modules [1] Group 3: Industry Outlook - CICC believes that the AI technology revolution and energy revolution are driving demand from upstream raw materials to midstream manufacturing, leading to improved performance for listed companies [1] - The trend of growth in the industry remains upward, with a focus on domestic computing power, optical modules, and cloud computing infrastructure in December [1] - Applications to watch include robotics, consumer electronics, intelligent driving, and software applications as AI applications continue to be implemented [1]

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 賴該等內容而引致的任何損失承擔任何責任。 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，二零二五年十二月八日 為舉行股東特別大會 而暫停辦理股份過戶登記期間 茲提述鴻騰六零八八精密科技股份有限公司（「本公司」）日期為二零二五年十一月 十四日之公告（「該公告」），內容有關訂立框架協議及其項下擬進行的交易（「建議 事項」）。除另有界定外，本公告所用詞彙與該公告所界定者具有相同涵義。 董事會宣佈，本公司預期將於二零二五年十二月三十日（星期二）舉行股東特別大 會（「股東特別大會」），以考慮並酌情批准建議事項。一份載有有關建議事項之決 議案詳情之通函及股東特別大會通告將於適當時候寄發予股東。 本公司將自二零二五年十二月二十三日（星期二）至二零二五年十二月三十日（星 期二）（包括首尾兩日）暫停辦理股份過戶登記，於此期間內不會進行股份過戶登 記。為符合資格出席股東特別大會及於會上投票，所有過戶文件連同相關股份證 書及已填妥及簽署的 ...

每经AI快讯，港股光通信概念逆市走高。截至发稿，长飞光纤光缆(06869.HK)涨5.7，报37.08港元；汇 聚科技(01729.HK)涨5.69%，报16.71港元；剑桥科技(06166.HK)涨5.68%，报86.5港元；鸿腾精美 (06088.HK)涨3.33%，报5.28港元。 （文章来源：每日经济新闻） ...

责任编辑：卢昱君 客户端 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 光通信概念股逆市走高，截至发稿，长飞光纤光缆（06869）上涨5.70%，报37.08港元；汇聚科技 （01729）上涨5.69%，报16.71港元；剑桥科技（06166）上涨5.68%，报86.5港元；鸿腾精美（06088） 上涨3.33%，报5.28港元。 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 光通信概念股逆市走高，截至发稿，长飞光纤光缆（06869）上涨5.70%，报37.08港元；汇聚科技 （01729）上涨5.69%，报16.71港元；剑桥科技（06166）上涨5.68%，报86.5港元；鸿腾精美（06088） 上涨3.33%，报5.28港元。 ...

长江证券发布研报称，全球AI算力需求迸发，云商财报亮眼、云订单快速积累，资本开支再次上调、 投入力度显著增强；算力卡交付提速。数据中心互联需求持续攀升，光芯片产能满载，高速光模块供不 应求，扩产加速落地。光纤光缆、高速线缆与液冷等配套设备扩容。AI与算力主线强劲上行。 光通信概念逆市走高，截至发稿，长飞光纤（601869）光缆(06869)涨5.7，报37.08港元；汇聚科技 (01729)涨5.69%，报16.71港元；剑桥科技（603083）(06166)涨5.68%，报86.5港元；鸿腾精美(06088)涨 3.33%，报5.28港元。 消息面上，优迅股份今天开启申购，发行价格为51.66元/股，申购上限为0.45万/股。据悉，优迅股份是 国内光通信领域的"国家级制造业单项冠军企业"，专注于光通信前端收发电芯片的研发、设计与销售。 ...