Core Viewpoint - The optical communication sector is experiencing strong performance, driven by advancements in optical computing technology and increasing demand for AI computing power [1] Group 1: Market Performance - Huiju Technology (01729) shares rose by 13.44%, reaching HKD 18.29 [1] - Changfei Optical Fiber (601869) shares increased by 11.01%, reaching HKD 57.45 [1] - Cambridge Technology (603083) shares grew by 4.99%, reaching HKD 85.2 [1] - Huahong Semiconductor (01347) shares rose by 3.54%, reaching HKD 70.15 [1] Group 2: Technological Advancements - Researchers from Shanghai Jiao Tong University achieved a breakthrough in optical computing, developing the LightGen chip that supports large-scale semantic media generation models [1] - The LightGen chip demonstrated a two-order-of-magnitude improvement in computing power and energy efficiency compared to top digital chips, even with less advanced input devices [1] Group 3: Industry Outlook - Zhongyuan Securities noted that China's optical communication industry is transitioning from low-end to high-end, indicating long-term growth potential [1] - The research and expansion cycle for optical chips is lengthy with high barriers, prompting domestic and international manufacturers to accelerate capacity expansion and process upgrades [1] - Guotou Securities reported that the ongoing demand for AI computing power is sustaining the upward trend in the optical module industry, creating opportunities across the industry chain [1]

Core Viewpoint - The optical communication sector is experiencing strong performance, driven by advancements in optical computing technology and increasing demand for AI computing power [1] Group 1: Company Performance - Huiju Technology (01729) increased by 13.44%, trading at HKD 18.29 [1] - Changfei Optical Fiber and Cable (06869) rose by 11.01%, trading at HKD 57.45 [1] - Cambridge Technology (06166) saw a gain of 4.99%, trading at HKD 85.2 [1] - Huahong Semiconductor (01347) grew by 3.54%, trading at HKD 70.15 [1] Group 2: Technological Advancements - Researchers from Shanghai Jiao Tong University achieved a breakthrough in optical computing, developing the LightGen chip that supports large-scale semantic media generation models [1] - The LightGen chip demonstrated a performance improvement of two orders of magnitude in computing power and energy efficiency compared to top digital chips, even with less advanced input devices [1] Group 3: Industry Outlook - Zhongyuan Securities noted that China's optical communication industry is transitioning from low-end to high-end, indicating long-term growth potential [1] - The research and expansion cycle for optical chips is lengthy with high barriers, prompting domestic and international manufacturers to accelerate capacity expansion and process upgrades [1] - Guotou Securities reported that the demand for AI computing power is continuously expanding, sustaining the upward trend in the optical module industry and creating opportunities across the industry chain [1]

12月17日，截至发稿，长飞光纤光缆(06869.HK)涨9.43%、剑桥科技(06166.HK)涨3.09%、汇聚科技 (01729.HK)涨0.37%。 （文章来源：每日经济新闻） ...

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]

Core Viewpoint - The optical communication sector continues to decline, with significant drops in stock prices for several companies, while Oracle's disappointing financial results and increased capital expenditures raise concerns about its future performance [1] Group 1: Stock Performance - Cambridge Technology (603083) shares fell by 4.73%, trading at HKD 80.65 [1] - Changfei Optical Fiber (601869) shares decreased by 4.49%, trading at HKD 40.38 [1] - Huiju Technology (01729) shares dropped by 4.3%, trading at HKD 16.26 [1] - Hongte Precision (06088) shares declined by 2.61%, trading at HKD 5.22 [1] Group 2: Oracle's Financial Results - Oracle reported a free cash flow of -$10 billion for the second fiscal quarter of 2026, significantly below market expectations [1] - Capital expenditures surged by 41% quarter-over-quarter to $12 billion [1] - The company has raised its capital expenditure forecast for fiscal year 2026 to $50 billion, an increase of $15 billion from previous estimates [1] Group 3: Credit Default Swaps and Project Delays - Oracle's five-year credit default swaps have reached their highest level since 2009, indicating increased credit risk [1] - Reports suggest that Oracle has postponed the completion date for some data centers prepared for OpenAI from 2027 to 2028 [1] - An Oracle spokesperson clarified that there are no delays in meeting contractual commitments, and all milestones are on track [1]

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]

（股份代號：6166） 海外監管公告 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 部份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。 CIG SHANGHAI CO., LTD. 上海劍橋科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 董事長、執行董事及總經理（首席執行官） 上海，2025年12月15日 於本公告日期，本公司董事會包括：(i)執行董事Gerald G Wong先生、趙海波先 生、趙宏偉先生及張傑先生；(ii)獨立非執行董事秦桂森先生、劉貴松先生、姚明龍 先生及袁淑儀女士。 關於完成工商變更登記的公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲 載 列 上 海 劍 橋 科 技 股 份 有 限 公 司（「 本 公 司 」）在 上 海 證 券 交 易 所 網 站(www.sse.com.cn)及中國報章刊登的本公司關於完成工商變更登記的公告，僅供 參閱。 承董事會命 上海劍橋科技股份有限公司 Gerald G Wong先生 证券代码：60 ...

智通财经APP获悉，港股三大指数今日承压下行，恒指及国指跌超1%，恒科指数跌超2%。截止收盘， 恒生指数跌1.34%或347.91点，报25628.88点，全日成交额为2042.89亿港元；恒生国企指数跌1.78%，报 8917.7点；恒生科技指数跌2.48%，报5498.42点。 东吴证券认为，港股仍处在反弹前夕。从中长期配置来看，当前位置有吸引力。部分海外风险阶段性释 放，但仍有风险在前方。尽管美联储12月降息落地，但市场下调了明年美联储的降息预期，从中长期来 看对港股风偏有影响。此外，该行仍然提示关注12月19日日本央行加息，或导致产生潜在的日元carry trade平仓风险。 蓝筹股表现 李宁(02331)领升蓝筹。截至收盘，涨5.43%，报18.64港元，成交额9.32亿港元，贡献恒指3.53点。12月 14日，李宁)品牌以"龙耀开启"为主题在北京地标性商圈三里屯太古里隆重举行全球首家龙店开业及全 新荣耀金标产品系列正式发布仪式。荣耀金标系列的推出与全新店型龙店的落地，两者将形成强大协同 效应，这既是李宁品牌发展的重要里程碑，也是零售渠道升级的关键实践。 3. 保险股表现亮眼。截至收盘，新华保险(0 ...

香港联交所最新资料显示，12月8日，Barings LLC减持剑桥科技(06166)4.045万股，每股作价86.9118港 元，总金额约为351.56万港元。减持后最新持股数目约为383.1万股，最新持股比例为4.97%。 ...

每经AI快讯，剑桥科技(06166.HK)再涨超6%，截至发稿，涨6.11%，报87.75港元，成交额7926.18万港 元。 ...