Group 1 - Cambridge Technology's stock rose by 2.46%, closing at 138.11 yuan, with a significant block trade of 55,600 shares totaling 6.8154 million yuan [1] - The first transaction price was 122.58 yuan for 55,600 shares, resulting in a premium rate of -11.24%, with both the buyer and seller being the same brokerage firm [1] - Over the past three months, there has been one block trade for the stock, with a total transaction amount of 6.8154 million yuan, and the stock has increased by 14.83% in the last five trading days, with a net inflow of 650 million yuan from major funds [1]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 025-12-30 | 剑桥科技 | 603083 | 122.58 | 681.54 | | 容量是發落電影器 | 發動量發酵晶 | | 190 | 12月30日，剑桥科技大宗交易成交5.56万股，成交额681.54万元，占当日总成交额的0.15%，成交价 122.58元，较市场收盘价138.11元折价11.24%。 ...

Group 1 - The communication equipment sector increased by 0.48% on December 30, with DingTong Technology leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index closed at 13604.07, up by 0.49% [1] - Notable gainers in the communication equipment sector included DingTong Technology, which rose by 10.28% to a closing price of 129.61, and Dongfang Communication, which increased by 10.03% to 16.89 [1] Group 2 - The communication equipment sector experienced a net outflow of 2.781 billion yuan from institutional investors, while retail investors saw a net inflow of 2.513 billion yuan [2] - The top individual stock performers in terms of net inflow included Tianfu Communication with a net inflow of 3.55 million yuan from institutional investors [3] - DingTong Technology had a net inflow of 79.2142 million yuan from institutional investors, despite a net outflow from retail investors [3]

Core Viewpoint - The optical module (CPO) index experienced a 2% increase, with several constituent stocks showing strong performance [1] Group 1: Stock Performance - Cambridge Technology saw a rise of 6.07% [1] - Yuanjie Technology increased by 4.47% [1] - Ruijie Networks rose by 3.72% [1] - Zhongji Xuchuang experienced a 3.56% increase [1] - Shijia Photon grew by 3.28% [1]

Group 1 - The optical communication concept stocks experienced a significant rally on December 30, with notable increases in share prices [1] - Zhishang Technology saw a rise of over 12%, while Changyingtong and Cambridge Technology both increased by more than 5% [1] - Other companies such as Taichengguang, Yuanjie Technology, and Zhongji Xuchuang also showed positive movement in their stock prices [1]

Group 1 - Cambridge Technology (06166) saw a significant intraday increase, rising over 8% to HKD 100.9, with a trading volume of HKD 318 million [1] - LightCounting predicts that the global optical module market will exceed USD 37 billion by 2029, with 1.6T optical modules expected to enter commercial use in 2025, anticipating a demand of 2.5 to 3.5 million units [1] - Huolong Securities believes that strong demand for Ethernet switches and high-speed optical modules driven by AI infrastructure will lead to sustained rapid growth in the optical module market [1] Group 2 - Cambridge Technology plans to raise USD 100 million through H-shares to increase capital for its wholly-owned subsidiary CIG in the U.S., focusing on capacity expansion, R&D upgrades, market expansion, and supply chain security [1] - The company expects to achieve significant shipments of 1.6T optical modules in Q1 2026, with an estimated shipment proportion of 20% for that year, which is expected to increase over time [1] - The 800G optical module will remain the main product in terms of shipments for the year, with the proportions of both 1.6T and 800G modules adjusting according to market demand and company capacity release dynamics [1]

每经AI快讯，剑桥科技(06166.HK)盘中拉升，截至发稿涨8.09%，报100.9港元，成交额3.18亿港元。 ...

Group 1 - The optoelectronics sector is active, with companies like Cambridge Technology and Guangzhi Technology showing significant gains [1]

Core Viewpoint - Cambridge Technology (06166) saw a significant intraday increase, rising over 8% to HKD 100.9, with a trading volume of HKD 318 million. The growth is attributed to positive market forecasts and strategic company initiatives [1]. Industry Summary - According to LightCounting, the global optical module market is expected to exceed USD 37 billion by 2029, with 1.6T optical modules projected to enter commercial use in 2025, anticipating a demand of 2.5 to 3.5 million units [1]. - Huolong Securities believes that the strong demand for Ethernet switches and high-speed optical modules driven by AI infrastructure development, along with the promotion of optical interconnect technology in AI scale-up networks, will lead to sustained rapid growth in the optical module market [1]. - The demand for high-speed optical modules is expected to enhance industry profitability [1]. Company Summary - Cambridge Technology plans to raise USD 100 million through H-shares to increase capital for its wholly-owned subsidiary CIG in the U.S., focusing on capacity expansion, R&D upgrades, market development, and supply chain security [1]. - The company anticipates significant shipments of 1.6T optical modules in Q1 2026, with an expected shipment share of approximately 20% for that year, which is projected to increase over time [1]. - The 800G optical module is expected to remain the primary product in terms of shipments for the year, with both product shares adjusting according to market demand and company capacity release dynamics [1].

Group 1 - Cambridge Technology (06166) saw a stock price increase of 7.77%, currently trading at HKD 100.60, with a trading volume of HKD 323 million [1][4] - LightCounting predicts that the global optical module market is expected to exceed USD 37 billion by 2029, with demand for 1.6T optical modules anticipated to reach between 2.5 million to 3.5 million units by 2025 [1][4] - Huolong Securities believes that the strong demand for Ethernet switches and high-speed optical modules driven by AI infrastructure development, along with the promotion of optical interconnect technology in AI scale-up networks, will lead to sustained rapid growth in the optical module market [1][4] Group 2 - Cambridge Technology announced plans to raise USD 100 million through H-shares to increase capital for its wholly-owned subsidiary CIG in the U.S., aimed at capacity expansion, R&D upgrades, market expansion, and supply chain security [1][4]