Group 1: Market Movements - Baoji Pharmaceutical-B (02659) surged over 3.2% amid its debut on the Hong Kong Stock Exchange, closing up 138.82% on its first day, with a market capitalization exceeding HKD 20 billion [1] - New Energy (01799) and Xinyi Solar (00968) saw declines of 3.01% and 3.67% respectively, as the photovoltaic sector faced weakness, with rumors of a 30 billion yuan investment for capacity storage by major companies [1] - Xpeng Motors-W (09868) and Li Auto-W (02015) dropped 4.88% and 2.67% respectively, following data from the China Association of Automobile Manufacturers indicating a month-on-month increase in production and sales [1] Group 2: Company-Specific News - Bolek Vision Cloud-B (02592) experienced a significant drop of nearly 15%, having previously doubled in price over 10 trading days, as it announced a new drug trial application to the FDA [2] - Hu Shang Ayi (02589) rose nearly 6% as Nayuki Tea expanded into the U.S. market, enhancing the international presence of Chinese tea brands [2] - Gold stocks fell sharply, with Zijin Mining (02899) and Shandong Gold (01787) declining by 4.29% and 4.94% respectively, following a report on the Bloomberg Commodity Index's upcoming rebalancing [2] Group 3: Cryptocurrency and Technology - Cryptocurrency ETFs faced significant declines, with notable drops in Bitcoin and Ethereum-related funds, as Bitcoin fell 3.3% from its record high, reflecting market pressures amid weak liquidity [3] - Oracle (ORCL.US) continued its downward trend, dropping 2.66% due to delays in delivering AI data centers for OpenAI, attributed to labor and material shortages [6] - Nvidia (NVDA.US) saw a slight increase of 0.73% after announcing the release of its third-generation language model, aimed at writing and programming tasks [6]

Group 1 - The optical communication sector continues to decline, with Cambridge Technology down 4.73% to HKD 80.65, Changfei Fiber Optics down 4.49% to HKD 40.38, Huiju Technology down 4.3% to HKD 16.26, and Hongte Precision down 2.61% to HKD 5.22 [1] - Oracle reported a free cash flow of -$10 billion for Q2 of fiscal year 2026, significantly below market expectations, while capital expenditures surged 41% quarter-over-quarter to $12 billion [1] - Oracle executives announced an increase in capital expenditure guidance for fiscal year 2026 to $50 billion, up $15 billion from previous estimates [1] Group 2 - Oracle's five-year credit default swap has risen to its highest level since 2009, indicating increased market concerns [1] - Reports suggest that Oracle has delayed the completion date for some data centers prepared for OpenAI from 2027 to 2028, although Oracle clarified that all milestones are on track as per the agreement with OpenAI [1]

(Incorporated in the Cayman Islands with limited liability under the name Foxconn Interconnect Technology Limited and carrying on business in Hong Kong as FIT Hon Teng Limited) （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） (Stock Code 股份代號: 6088) Dear non-registered shareholder(s), FIT Hon Teng Limited* (the "Company") – Circular of Extraordinary General Meeting (the "Current Corporate Communications") The Current Corporate Communications of the Company has been published in English and Chines ...

(Incorporated in the Cayman Islands with limited liability under the name Foxconn Interconnect Technology Limited and carrying on business in Hong Kong as FIT Hon Teng Limited) （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） (Stock Code 股份代號: 6088) Dear registered shareholder(s), FIT Hon Teng Limited* (the "Company") – Notice of publication of Circular of Extraordinary General Meeting and Form of Proxy (the "Current Corporate Communications") The Current Corporate Communications of the Company h ...

（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） （股份代號：6088） 本公司將於二零二五年十二月三十日舉行之股東特別大會或其任何續會之代表委任表格 本人╱吾等 （附註1） 地址為 乃鴻騰六零八八精密科技股份有限公司（「本公司」）股本中每股面值0.01953125美元之普通股（「股份」） （附註3） 大會主席或 股之登記持有人 （附註2） ，茲委任 地址為 為本人╱吾等之代表，代表本人╱吾等及以本人╱吾等之名義出席本公司謹訂於二零二五年十二月三十日（星期二）上午九時正假 座台灣新北市土城區中山路66-1號（郵編：23680）舉行之股東特別大會（「股東特別大會」），以考慮及酌情通過日期為二零二五年十 二月十五日召開股東特別大會通告（「股東特別大會通告」）所載列的決議案，並於股東特別大會或其任何續會上代表本人╱吾等及 以本人╱吾等之名義按下列指示就下列決議案投票，倘並無作出指示，則由本人╱吾等的受委代表酌情投票。 | | 普通決議案 | （附註4） 贊成 | （附註4） 反對 | | --- | --- | --- | --- | | 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） （股份代號：6088） 股東特別大會通告 茲通告鴻騰六零八八精密科技股份有限公司（「本公司」）謹訂於二零二五年十二 月三十日（星期二）上午九時正在台灣新北市土城區中山路66-1號（郵編：23680）為以 下目的舉行股東特別大會： 考慮並酌情通過（不論有否修訂）以下普通決議案： 1. 「動議在各方面批准、確認及追認本公司日期為二零二五年十二月十五日的 通函所述之有關本公司與鴻海精密工業股份有限公司（「鴻海」）於二零二五 年十一月十四日訂立的框架銷售協議（「框架銷售協議」）的條款、框架銷售 協議項下擬進行之交易（「產品銷售交易」）及截至二零二六年十二月三十一 日止年度產品銷售交易的建議年度上限（「建議產品銷售年度上限」）；及 授權本公司任何一名董事或本公司任何兩名董事（倘加蓋本公司公章乃屬 ...

此乃要件 請即處理 閣下如對本通函或應採取的行動有任何疑問，應諮詢股票經紀、銀行經理、律師、專業會計師或其他專業 顧問。 閣下如已將名下的鴻騰六零八八精密科技股份有限公司股份全部售出或轉讓，應立即將本通函送交買主或 承讓人或經手買賣或轉讓的銀行、股票經紀或其他代理，以便轉交買主或承讓人。 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通函的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示概不就因本通函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） （股份代號：6088） 持續關連交易 (I)框架銷售協議 (II)框架購買協議 及 股東特別大會通告 獨立董事委員會及獨立股東之獨立財務顧問 鴻騰六零八八精密科技股份有限公司之董事會函件載於本通函第5頁至第20頁。獨立董事委員會（定義見 本通函）函件載於本通函第21頁至第22頁，當中載有其向獨立股東（定義見本通函）提供的意見。同人融資 有限公司函件載於本通函第23頁至第42頁，當中載有其向獨立董事委員會 ...

Group 1 - The Hong Kong stock chip industry chain is experiencing a downturn, with significant declines in stocks such as Hua Hong Semiconductor, InnoCare, and SMIC, indicating a challenging market environment for chip-related companies [1][3] - The first Hong Kong ETF focusing on the chip industry (159131) has seen a drop of 2.88% in its market price, with a trading volume exceeding 420 million yuan, suggesting increased market activity despite the overall decline [1][3] - The ETF is structured with a focus on 70% hardware and 30% software, heavily weighted towards semiconductor and electronic companies, with notable holdings in SMIC and Xiaomi, which may provide targeted exposure to the AI technology sector [3] Group 2 - Tianfeng Securities remains optimistic about the investment opportunities in the computing power industry chain, highlighting the strong demand for AI-related services and products, particularly in overseas markets [2] - The domestic computing power sector is expected to grow, driven by investments from major companies like Alibaba and ByteDance in AI technologies, indicating a positive outlook for the AI industry and its related supply chains [2] - The year 2025 is anticipated to be a pivotal year for AI infrastructure development in China, with ongoing advancements in both Chinese and American AI sectors, suggesting a robust future for AI applications [2]

Group 1 - The optical communication sector has experienced a significant decline across the board [1] - Changfei Optical Fiber and Cable (06869.HK) dropped by 6.05%, trading at 44.44 HKD [1] - Hongte Precision (06088.HK) fell by 4.64%, with a current price of 5.34 HKD [1] - Cambridge Technology (061066) decreased by 3.48%, now priced at 86 HKD [1]

Core Insights - The global technology industry is expected to experience a dual trend of differentiated end-user demand and accelerated AI innovation by 2026, driven by rapid iterations of AI large models [1][4] - The demand for computing power and the innovation cycle of edge AI products (AI smartphones, AI PCs, AI glasses) will be the main growth drivers, while low-end consumer electronics demand is anticipated to face short-term pressure due to macroeconomic uncertainties and rising storage costs [1][4] AI Computing Infrastructure - The global server market will be dominated by AI infrastructure investments, with AI server shipments expected to grow by 50% year-on-year to 2.32 million units in 2026 [2][6] - The market will exhibit a "GPU/ASIC dual-drive" pattern, with GB/VR iterations driving specification upgrades and self-developed ASICs enhancing value [2][6] - ODM leaders and core component suppliers with "mechatronics" capabilities are expected to benefit, including companies like Luxshare Precision, Hongteng Precision, and BYD Electronics [2][6] Smartphone Market - Global smartphone shipments are projected to decline by 5% year-on-year to 1.18 billion units in 2026, primarily affecting low-end models due to macro uncertainties and rising storage costs [2][6] - The high-end market remains resilient, driven by AI innovations, with Apple expected to launch significant upgrades including the iPhone 18 and the first foldable iPhone [2][6] - Opportunities in optical components, structural parts, and thermal management are highlighted, with companies like Luxshare Precision, AAC Technologies, and Xiaomi Group being key players [2][6] AR/VR Market - The global AI glasses market is expected to exceed 10 million units by 2026, marking a new era for smart glasses [2][6] - Major tech companies are accelerating their investments, with Meta focusing on social ecosystems and Google building an ecosystem through the open Android XR platform [2][6] - Companies with core optical technologies and assembly capabilities are likely to benefit from industry growth, including Sunny Optical, AAC Technologies, and Q Tech [2][6] PC and Automotive Electronics - The global PC market is projected to see 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 [2][6] - AI PCs are expected to penetrate the market significantly, with their share projected to exceed 50% by 2026 [2][6] - The commercialization of L4-level autonomous driving is expected to accelerate, with opportunities in high-voltage connectors, automotive optics, and smart cockpit displays, benefiting companies like Luxshare Precision, Hongteng Precision, BYD Electronics, Sunny Optical, AAC Technologies, and BOE Technology Group [2][6]