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]

每经AI快讯，长飞光纤光缆(06869.HK)涨超7%，截至发稿涨7.27%，报90.75港元，成交额26.25亿港 元。 ...

长飞光纤（601869）光缆(06869)涨超7%，近一个月股价累涨超七成。截至发稿，涨7.27%，报90.75港 元，成交额26.25亿港元。 国泰海通证券研报指出，光纤行业涨价趋势明确，空芯带来新的增量。近期散纤价格持续上涨，该行认 为临近电信、移动运营商集采，以及春节前行业备货需求更盛，预料价格还将持续长高。在此背景下， 该行认为国内市场大客户也有望接受涨价，板块波动中得以确认。 消息面上，根据华泰证券2月2日研报，2026年1月，中国市场G.652.D单模光纤价格创下近七年来的新 高，平均价格来到35元/芯公里以上。该行认为涨价主因行业供需格局发生变化：需求端，全球AI数据 中心与无人机对光纤需求高增，Meta与康宁新签60亿美金AI数据中心光缆大单供给端，供给端，光纤 上游关键物料光纤预制棒产能或无法在短期内快速提升。 ...

智通财经APP获悉，长飞光纤光缆(06869)涨超7%，近一个月股价累涨超七成。截至发稿，涨7.27%，报 90.75港元，成交额26.25亿港元。 国泰海通证券研报指出，光纤行业涨价趋势明确，空芯带来新的增量。近期散纤价格持续上涨，该行认 为临近电信、移动运营商集采，以及春节前行业备货需求更盛，预料价格还将持续长高。在此背景下， 该行认为国内市场大客户也有望接受涨价，板块波动中得以确认。 消息面上，根据华泰证券2月2日研报，2026年1月，中国市场G.652.D单模光纤价格创下近七年来的新 高，平均价格来到35元/芯公里以上。该行认为涨价主因行业供需格局发生变化：需求端，全球AI数据 中心与无人机对光纤需求高增，Meta与康宁新签60亿美金AI数据中心光缆大单供给端，供给端，光纤 上游关键物料光纤预制棒产能或无法在短期内快速提升。 ...

港股市场光通讯板块走强，其中，汇聚科技涨超8%， 长飞光纤光缆涨超4%，华虹 半导体账号草3%， 京信通信涨超2%。 ...

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]

2月2日，长飞光纤涨6.62%，成交额45.31亿元。两融数据显示，当日长飞光纤获融资买入额4.96亿元， 融资偿还4.39亿元，融资净买入5772.04万元。截至2月2日，长飞光纤融资融券余额合计10.29亿元。 分红方面，长飞光纤A股上市后累计派现21.29亿元。近三年，累计派现9.43亿元。 机构持仓方面，截止2025年9月30日，长飞光纤十大流通股东中，德邦鑫星价值A（001412）位居第六 大流通股东，持股373.23万股，为新进股东。香港中央结算有限公司位居第七大流通股东，持股318.74 万股，相比上期减少276.22万股。中欧价值发现混合A（166005）、财通价值动量混合A（720001）退 出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 融资方面，长飞光纤当日融资买入4.96亿元。当前融资余额10.16亿元，占流通市值的1.57%，融资余额 超过近一年80%分位水平，处于高 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 70.97%, Green Power Environmental (01330) at 68.68%, and Haotian International Construction Investment (01341) at 66.96% [1] - Tencent Holdings (00700), Pop Mart (09992), and Yangtze Optical Fibre and Cable (06869) saw the largest increases in holding amounts over the last five trading days, with increases of +2.954 billion, +1.333 billion, and +1.183 billion respectively [1] - Conversely, China Mobile (00941), Zijin Mining (02899), and Alibaba-W (09988) experienced the largest decreases in holding amounts, with reductions of -2.026 billion, -1.856 billion, and -1.609 billion respectively [2] Group 1: Top Holding Ratios - China Telecom (00728) has a holding of 9.851 billion shares, representing 70.97% [1] - Green Power Environmental (01330) has a holding of 0.278 billion shares, representing 68.68% [1] - Haotian International Construction Investment (01341) has a holding of 7.430 billion shares, representing 66.96% [1] Group 2: Recent Increases in Holdings - Tencent Holdings (00700) increased by +2.954 billion, with a change of +4.9354 million shares [1] - Pop Mart (09992) increased by +1.333 billion, with a change of +5.8896 million shares [1] - Yangtze Optical Fibre and Cable (06869) increased by +1.183 billion, with a change of +13.9887 million shares [1] Group 3: Recent Decreases in Holdings - China Mobile (00941) decreased by -2.026 billion, with a change of -2.5982 million shares [2] - Zijin Mining (02899) decreased by -1.856 billion, with a change of -4.69103 million shares [2] - Alibaba-W (09988) decreased by -1.609 billion, with a change of -0.98507 million shares [2]

Core Viewpoint - The company has noted recent market attention on the supply-demand structure and price fluctuations of fiber optic cable products in the telecommunications market, as well as increased focus on products related to data centers [1] Industry Summary - The current global market environment for the fiber optic cable industry is considered normal, and the impact of product price fluctuations on the company's future performance needs to be assessed in conjunction with future market conditions and the company's business situation [1] - New products related to data centers account for a small proportion of the total demand in the global fiber optic cable market [1]

Core Insights - On February 2, 2026, Alibaba-W (09988), Tencent Holdings (00700), and China Mobile (00941) were the top three companies by trading volume in the Southbound Stock Connect, with transaction amounts of 6.121 billion, 4.166 billion, and 3.225 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Tencent Holdings (00700), and SMIC (00981) also led the trading volume, with transaction amounts of 3.730 billion, 2.511 billion, and 2.012 billion respectively [1] Southbound Stock Connect Top Active Companies - Alibaba-W (09988) had a trading amount of 6.121 billion with a net buy of -0.816 billion [2] - Tencent Holdings (00700) recorded a trading amount of 4.166 billion with a net buy of +0.880 billion [2] - China Mobile (00941) had a trading amount of 3.225 billion with a net buy of -0.134 billion [2] - SMIC (00981) had a trading amount of 2.965 billion with a net buy of -29.8693 million [2] - Other notable companies included Xiaomi Group-W (01810) with a trading amount of 2.096 billion and a net buy of +0.391 billion [2] Shenzhen-Hong Kong Stock Connect Top Active Companies - Alibaba-W (09988) had a trading amount of 3.730 billion with a net buy of +0.488 billion [2] - Tencent Holdings (00700) recorded a trading amount of 2.511 billion with a net buy of +0.424 billion [2] - SMIC (00981) had a trading amount of 2.012 billion with a net buy of -1.32 billion [2] - Other significant companies included China Mobile (00941) with a trading amount of 1.401 billion and a net buy of +0.0651447 billion [2]