Group 1 - The top three companies with the highest AH premium rates are Northeast Electric (00042) at 831.03%, Zhejiang Shibao (01057) at 339.32%, and Sinopec Oilfield Service (01033) at 323.71% [1][2] - The bottom three companies with the lowest AH premium rates are CATL (03750) at -14.62%, China Merchants Bank (03968) at -3.22%, and Hengrui Medicine (01276) at 1.77% [1][2] - Sinopec Oilfield Service (01033), Andeli Juice (02218), and Shandong Molong (00568) have the highest deviation values at 53.41%, 21.68%, and 19.01% respectively [1][2] Group 2 - The companies with the lowest deviation values include Zhejiang Shibao (01057) at -58.91%, Yangtze Optical Fibre and Cable (06869) at -49.00%, and Fudan Zhangjiang (01349) at -24.81% [1][2][4] - The top ten AH stocks by premium rate include companies like Hongye Futures (03678) and Beijing Electromechanical (00187) with premium rates of 258.91% and 257.99% respectively [2] - The bottom ten AH stocks by premium rate include Weichai Power (02338) and Midea Group (00300) with premium rates of 6.84% and 8.51% respectively [2]

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]

Market Overview - Global markets experienced turbulence on January 30, with major indices such as Nikkei 225, Hong Kong stocks, and US futures all showing declines. Gold and silver prices plummeted, and Bitcoin saw a significant drop, leading to over 270,000 liquidations in the cryptocurrency market, totaling nearly $1.7 billion [1][2]. A-Shares Performance - A-shares showed mixed results, with the Shanghai Composite Index regaining the 4100-point mark, while the ChiNext Index rebounded after hitting a low. However, over 3,800 stocks in the market declined [1]. Sector Performance - CPO and optical communication stocks surged, with companies like Lian Te Technology and Tianfu Communication rising over 11%, and Changfei Optical Fiber hitting the daily limit. Conversely, industrial and precious metals sectors faced significant declines, with over 20 stocks, including Nanshan Aluminum and Tongling Nonferrous Metals, hitting the daily limit down [1]. Precious Metals Market - International precious metals saw a sharp decline, with gold prices dropping by 4% to below $5200 per ounce, marking a daily decrease of over $200. Silver prices fell over 5%, dropping below the $110 mark [1]. Cryptocurrency Market - Major cryptocurrencies continued to decline, with Bitcoin falling over 6% to below $82,300, and Ethereum and SOL dropping over 7%. In the last 24 hours, more than 270,000 traders were liquidated, with a total liquidation amount close to $1.7 billion [2]. Dollar Index - The US dollar index rebounded, rising by 0.44% to 96.58 as of 11:30 AM Beijing time [3]. Geopolitical Factors - Ongoing tensions in the Middle East are impacting global markets. US President Trump announced plans to engage in dialogue with Iran, and the market is closely watching the announcement of the next Federal Reserve Chair, which is expected to be revealed on January 30 [5].

Group 1 - The core viewpoint of the news highlights a significant rebound in computing hardware stocks, with notable increases in share prices for several companies [1] - LianTe Technology experienced a nearly 10% increase in stock price, reaching a historical high [1] - Tianfu Communication and Changfei Optical Fiber both saw stock price increases exceeding 8%, also achieving historical highs [1] Group 2 - Other companies such as Shijia Photon, Hengtong Optic-Electric, Dekoli, and Xinyi Sheng also experienced stock price increases, indicating a broader positive trend in the sector [1]

第一上海近期研报指出，公司是全球光纤光缆行业的龙头，光纤预制棒、光纤、光缆份额常年保持全球 第一。"PCVD+VAD+OVD"三大主流预制棒制备工艺，棒纤缆一体化程度最高，成本控制能力强。公司 2025年上半年业绩承压，但电信市场光纤光缆的量价双降下行趋势已近尾声，公司将充分受益于国内周 期筑底回暖、海外扩张对冲、AI算力拉动需求升级，即将进入业绩上行期。 消息面上，近期光纤均价呈现上涨态势，据产业链调研信息，G.652.D光纤市场平均价格连续两个季度 上涨，价格回暖态势明显。与此同时，多家公司表示，受海外算力数据中心对新型光纤光缆产品需求增 长影响，部分出口光纤价格上扬，预计2026年国内光纤价格将迎来一定幅度的上涨。此前，Meta与康 宁签署最高60亿美元光纤电缆协议，用于AI数据中心。机构认为，此举印证了光纤板块需求高景气 度。 长飞光纤（601869）光缆(06869)涨超10%，高见87港元刷新历史新高。截至发稿，涨8.8%，报85.3港 元，成交额8.75亿港元。 ...

智通财经APP获悉，长飞光纤光缆(06869)涨超10%，高见87港元刷新历史新高。截至发稿，涨8.8%，报 85.3港元，成交额8.75亿港元。 第一上海近期研报指出，公司是全球光纤光缆行业的龙头，光纤预制棒、光纤、光缆份额常年保持全球 第一。"PCVD+VAD+OVD"三大主流预制棒制备工艺，棒纤缆一体化程度最高，成本控制能力强。公司 2025年上半年业绩承压，但电信市场光纤光缆的量价双降下行趋势已近尾声，公司将充分受益于国内周 期筑底回暖、海外扩张对冲、AI算力拉动需求升级，即将进入业绩上行期。 消息面上，近期光纤均价呈现上涨态势，据产业链调研信息，G.652.D光纤市场平均价格连续两个季度 上涨，价格回暖态势明显。与此同时，多家公司表示，受海外算力数据中心对新型光纤光缆产品需求增 长影响，部分出口光纤价格上扬，预计2026年国内光纤价格将迎来一定幅度的上涨。此前，Meta与康 宁签署最高60亿美元光纤电缆协议，用于AI数据中心。机构认为，此举印证了光纤板块需求高景气 度。 ...

庄丹说，长飞光纤始终把科技创新作为核心抓手，既巩固自身优势，更要带动区域产业提质升级。持续 攻坚核心技术，推动空芯光纤从实验室走向规模化商用；推动创新成果落地、牵头制定国际标准，切实 把创新优势转化为产业竞争力，助力中部先进制造业高质量发展。 长江商报消息 ●长江商报记者 李璟 1月29日，湖北召开省两会第二场新闻发布会，介绍奋力实现"十五五"良好开局，推动加快建成中部地 区崛起的重要战略支点取得决定性进展，并回答记者提问。 庄丹、丁磊、孔令波3名湖北省人大代表，围绕建设现代化产业体系、推动产业发展、加强民生保障等 方面，结合自己的工作和履职历程，提出有针对性的建议建言。 龙头引领激活产业动能 长飞光纤是全球最大的光纤预制棒、光纤、光缆以及数据通信相关产品的研发创新与生产制造企业，主 导产品市场份额连续9年稳居全球第一。从生产出中国第一根量产光纤起步，长飞光纤以硬核的先进制 造实力助力湖北打造高水平产业集群，为推进湖北支点建设筑牢产业支撑。 "作为湖北先进制造业的代表，我们对湖北科技创新和产业创新的深度融合充满信心，我们对湖北产 业'十五五'的良好开局充满信心。"湖北省人大代表、长飞光纤光缆股份有限公司执行董 ...

证券简称成交金额净买入额收盘价涨跌幅腾讯控股 0070049.15亿港元12.09亿港元621.00港元23.10%泡泡玛特 0999229.14亿港元7.34亿港元231.40港元70.30%长飞光纤光缆 0686913.52亿港元2.98亿港元75.20港元154.30%中国海洋石油 0088353.86亿港元2.86亿港元24.66港元48.50%金山云 038966.63亿港元1.65亿港元7.81港元34.40%云知声 0967819.62亿港元0.74亿港元382.00港元737.90%华虹半导体 013477.52亿港元0.45亿港元122.70港元74.40%小米集团－Ｗ 0181027.27亿港元-0.59亿港元36.32港元21.40%中芯国际 0098158.16亿港元-3.79亿港元79.30港元35.20%中国移动 0094132.78亿港元-7.48亿港元80.90港元30.60%紫金矿业 0289944.92亿港元-8.54亿港元44.76港元31.30%阿里巴巴－Ｗ 0998880.99亿港元-9.45亿港元173.50港元21.20%盈富基金 0280031.73亿港元-23 ...