Core Viewpoint - The optical communication sector in the Hong Kong stock market is experiencing significant gains, with multiple companies showing strong stock price increases on February 9. Group 1: Company Performance - Changfei Fiber Optics (06869.HK) saw a stock price increase of 16.3%, reaching HKD 105.6 [1] - Hong Teng Precision (06088.HK) rose by 9.89%, with a stock price of HKD 5.22 [1] - Huiju Technology (01729.HK) experienced a 7.95% increase, trading at HKD 17.66 [1] - Cambridge Technology (06166.HK) increased by 6.47%, with a stock price of HKD 73.25 [1]

光通信概念持续走强，截至发稿，长飞光纤（601869）光缆(06869)涨16.3%，报105.6港元；鸿腾精密 (06088)涨9.89%，报5.22港元；汇聚科技(01729)涨7.95%，报17.66港元；剑桥科技（603083）(06166)涨 6.47%，报73.25港元。 中信建投（601066）研报指出，2026年AI算力需求旺盛，北美CSP资本开支依旧乐观。继续看好AI算力 产业链，特别是业绩能见度较高的光模块产业链。此外，光纤光缆行业已从复苏转向量价齐升阶段，继 续推荐。中信证券认为，在技术快速演进的过程中，行业龙头依托技术积淀与创新能力，将持续巩固技 术领先优势并引领产业升级方向，重点推荐国内外光通信龙头。维持通信行业"强于大市"评级。 消息面上，近期Meta、亚马逊、谷歌和微软公布了最新财报，显示它们今年的资本支出总额可能达到 6600亿美元。基于此，英伟达首席执行官黄仁勋近期表示，科技行业在人工智能基础设施上激增的资本 支出是合理、适当和可持续的。黄仁勋还称AI基础设施建设仍处于早期阶段，未来几年内需求将持续 旺盛。此外，工信部发布《关于开展国家算力互联互通节点建设工作的通知》，面向国 ...

Group 1 - The optical communication sector is experiencing strong growth, with notable stock price increases for companies such as Changfei Fiber Optics (up 16.3%), Hong Teng Precision (up 9.89%), Huiju Technology (up 7.95%), and Cambridge Technology (up 6.47%) [1] - Major tech companies including Meta, Amazon, Google, and Microsoft are projected to have a total capital expenditure of $660 billion this year, indicating robust investment in AI infrastructure [1] - Nvidia's CEO Jensen Huang stated that the surge in capital expenditure for AI infrastructure in the tech industry is reasonable, appropriate, and sustainable, with demand expected to remain strong in the coming years [1] Group 2 - CITIC Securities reports that by 2026, AI computing power demand will be strong, and North American CSP capital expenditure remains optimistic, particularly for the optical module industry chain [2] - The optical fiber and cable industry has transitioned from recovery to a phase of simultaneous volume and price growth, with continued recommendations for investment [2] - Industry leaders are expected to maintain their technological advantages and lead the direction of industry upgrades due to rapid technological advancements [2]

配发结果公告显示，剑桥科技的基石投资者为霸菱、MSIP（摩根士丹利）、HCEP（红杉二 级）、Arc Avenue、奇点资产、图灵、Cithara Fund、3W Fund、Schonfeld、Infini、Alpine、 DAMSIMF、Aqua Ocean、Martis、泰康人寿、工银理财。 中国经济网北京2月6日讯 剑桥科技（06166.HK）港股今日收报68.80港元，跌幅3.843%，今日盘 中最低价68.35港元，创上市以来最低价。 剑桥科技2025年10月28日在港交所上市。配发结果公告显示，剑桥科技全球发售项下发售股份数 目67,010,500股H股（视乎超额配股权行使与否而定），香港发售股份数目6,701,050股H股，国际发售 股份数目60,309,450股H股（视乎超额配股权行使与否而定）。 剑桥科技的独家保荐人为国泰君安国际；联席整体协调人、联席全球协调人、联席账簿管理人及联 席牵头经办人为国泰君安国际、中信证券；联席全球协调人、联席账簿管理人及联席牵头经办人为 DBS。 剑桥科技的最终发售价68.88港元，所得款项总额4,615.7百万港元，扣除按发售价计算之估计应付 上市开支135 ...

本文源自：金融界AI电报 港股光通讯概念股涨跌互现，长飞光纤光缆(06869.HK)涨超7%，华虹半导体(01347.HK)涨超1%；汇聚 科技(01729.HK)、剑桥科技(06166.HK)均跌超1%。 ...

中国经济网北京2月5日讯 剑桥科技（06166.HK）港股今日收报71.55港元，跌幅2.653%，今日盘 中最低价71.10港元，创上市以来最低价。 剑桥科技2025年10月28日在港交所上市。配发结果公告显示，剑桥科技全球发售项下发售股份数 目67,010,500股H股（视乎超额配股权行使与否而定），香港发售股份数目6,701,050股H股，国际发售 股份数目60,309,450股H股（视乎超额配股权行使与否而定）。 剑桥科技的独家保荐人为国泰君安国际；联席整体协调人、联席全球协调人、联席账簿管理人及联 席牵头经办人为国泰君安国际、中信证券；联席全球协调人、联席账簿管理人及联席牵头经办人为 DBS。 配发结果公告显示，剑桥科技的基石投资者为霸菱、MSIP（摩根士丹利）、HCEP（红杉二 级）、Arc Avenue、奇点资产、图灵、Cithara Fund、3W Fund、Schonfeld、Infini、Alpine、 DAMSIMF、Aqua Ocean、Martis、泰康人寿、工银理财。 剑桥科技的最终发售价68.88港元，所得款项总额4,615.7百万港元，扣除按发售价计算之估计应付 上市开支135 ...

Core Viewpoint - The optical communication sector is experiencing a significant decline, with major stocks such as Changfei Fiber Optics and Huahong Semiconductor seeing notable drops in their share prices [1] Group 1: Stock Performance - Changfei Fiber Optics (06869) decreased by 6.91%, trading at 86.2 HKD [1] - Huahong Semiconductor (01347) fell by 4.2%, with a price of 98.1 HKD [1] - Huiju Technology (01729) dropped by 3.86%, now at 16.93 HKD [1] - Cambridge Technology (06166) declined by 3.06%, priced at 71.25 HKD [1] - Hong Teng Precision (06088) decreased by 2.87%, trading at 4.74 HKD [1] Group 2: Industry Outlook - Guotai Junan Securities reported that the performance forecast for 2025 has concluded, and the appreciation of the RMB will impact the optical interconnection sector, particularly for companies focused on overseas exports [1] - The overall profit impact from provisions and exchange rate adjustments is estimated to be within 5%, but some companies may see nearly half of their profits affected [1] - For 2026, the industry is expected to show individual differences, but the overall situation remains manageable [1] - The market for pluggable components is anticipated to continue improving from 2026 to 2027, with new packaging and material technologies beginning to materialize, presenting marginal change opportunities worth monitoring [1]

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]