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]

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]

Core Viewpoint - FIT HON TENG has announced the adoption of an alternative threshold instead of the initial designated threshold to comply with the minimum public shareholding requirement as per Listing Rule 13.32B, effective from January 1, 2026 [1] Group 1 - The definition of "public persons" under Listing Rule 8.24 will be revised and come into effect on August 4, 2025, impacting the company's restricted share award plan [1] - Shares held by trustees for eligible participants who are neither (i) core connected persons of the company nor (ii) members not considered "public persons" under the revised rule will no longer be counted as held by public persons [1] - As a result of the revised listing rules, the company's public shareholding percentage is expected to drop below the initial designated threshold of 20.48%, approximately to 20.43% by January 1, 2026 [1] Group 2 - The company believes that adopting the alternative threshold provides greater flexibility in managing the first restricted share award plan and adapting to regulatory changes affecting its public shareholding [1]

Core Viewpoint - FIT HON TENG (06088) has announced the adoption of an alternative threshold instead of the initial designated threshold to comply with the minimum public shareholding requirement as stipulated in Listing Rule 13.32B, effective from January 1, 2026 [1] Group 1 - The definition of "public persons" under Listing Rule 8.24 will be revised and come into effect on August 4, 2025, impacting the company's restricted share award plan [1] - Shares held by trustees for eligible participants who are neither (i) core connected persons of the company nor (ii) considered "public persons" under the revised Listing Rule will no longer be regarded as held by public persons [1] - As a result of the revised listing rules, the company's public shareholding percentage is expected to drop below the applicable initial designated threshold of 20.48%, estimated to be around 20.43% on January 1, 2026 [1] Group 2 - The company believes that adopting the alternative threshold provides greater flexibility in managing the first restricted share award plan and adapting to regulatory changes affecting its public shareholding [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。 （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） 1 除該公告所披露的理由外，本公司認為，選用替代門檻在管理第一項受限制股份 獎勵計劃及適應影響其公眾持股量的監管變動方面提供了更大的靈活性。 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 （股份代號：6088） 有關公眾持股量的公告 本公告乃由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 統稱「本集團」）作出。茲提述本公司日期為二零二六年一月二日的公告（「該公 告」）。除本公告另有界定外，本公告所用詞彙與該公告所界定者具有相同涵義。 誠如該公告所披露，自二零二六年一月一日起，本公司已選用替代門檻而非初 始指定門檻（定義見上市規則），以符合上市規則第13.32B條訂明的最低公眾持 股量。 隨着上市規則第8.24條項下「公眾人士」的定義修訂於二零二五年八 ...

Group 1 - The core viewpoint of the article highlights the upward trend of optical communication concept stocks in the Hong Kong market despite overall market conditions [2] Group 2 - Changfei Fiber Optic Cable (06869.HK) saw an increase of 7.27%, reaching 84.1 HKD [2] - Huiju Technology (01729.HK) rose by 6.07%, trading at 15.72 HKD [2] - Hong Teng Precision (06088.HK) experienced a 4.68% increase, priced at 4.92 HKD [2] - Cambridge Technology (06166.HK) grew by 1.52%, with a share price of 83.25 HKD [2]

Group 1 - The core viewpoint of the articles highlights the surge in optical communication stocks amid a tight AI computing power supply forecast extending through 2026, driven by increased capital expenditures from major tech companies like Meta and Microsoft [1][2] - Optical communication concept stocks have seen significant gains, with Changfei Fiber (601869) up 7.27% to HKD 84.1, Huiju Technology (01729) up 6.07% to HKD 15.72, Hong Teng Precision (06088) up 4.68% to HKD 4.92, and Cambridge Technology (603083) up 1.52% to HKD 83.25 [1] - The demand for AI computing power is driving upgrades in the optical communication industry, with strong capital expenditure from overseas cloud providers and TSMC, indicating robust demand for AI infrastructure [2] Group 2 - Despite short-term supply shortages of high-speed optical chips and materials, upstream manufacturers are actively expanding production, and the penetration of silicon photonics solutions is expected to alleviate supply chain bottlenecks [2] - NPO technology, with its advantages of low power consumption, high bandwidth, and maintainability, is becoming a key transitional solution for scaling up, with leading companies already positioning themselves to drive the industry towards more efficient optical interconnection architectures [2] - There is optimism regarding the growth potential of domestic optical communication leading companies [2]

Group 1 - The core viewpoint is that the demand for AI computing power is driving the upgrade of the optical communication industry, with significant capital expenditures from overseas cloud providers and TSMC, indicating strong demand for AI infrastructure [2] - Major optical communication stocks, such as Yangtze Optical Fibre and Cable (06869), Huiju Technology (01729), and Hongteng Precision (06088), have seen notable stock price increases, reflecting market optimism [1] - The shortage of supply for high-speed optical chips is expected to be alleviated as upstream manufacturers actively expand production and the penetration rate of silicon photonics increases [2] Group 2 - Meta and Microsoft have reported that the tight supply of AI computing power will persist until 2026, with both companies exceeding market expectations in their fourth-quarter capital expenditures [1] - The demand for inference and training computing power is surging, leading to price increases from Amazon Cloud and Google Cloud [1] - The NPO technology, known for its low power consumption, high bandwidth, and maintainability, is becoming a key transitional solution for scaling up, with leading companies already positioning themselves to drive the industry towards more efficient optical interconnection architectures [2]