智通财经APP获悉，香港联交所最新资料显示，1月16日，大摩减持剑桥科技(06166)15.3759万股，每股 作价83.7307港元，总金额约为1287.43万港元。减持后最新持股数目约为991.8万股，最新持股比例为 12.87%。 ...

Group 1 - The core viewpoint of the articles highlights the optimistic outlook of fund managers on the technology sector, particularly in artificial intelligence, cloud computing, and robotics, as key investment directions for the upcoming years [1][3][12] - Fund managers are emphasizing the importance of risk management in the technology sector, which is characterized by high growth potential and volatility, advocating for diversified investment strategies [2][21] Group 2 - Fund manager Ren Jie focuses on global cloud computing investments, with a notable performance of the fund achieving a unit net value growth rate of 233.29% in 2025, ranking first among active equity funds [3][4] - The fund's latest quarterly report indicates a decrease in stock positions, with a stock market value proportion of 78.76%, down by 13 percentage points from the previous quarter [3][4] - The top ten holdings include companies like Shengyi Technology and Zhongji Xuchuang, with significant annual growth rates of 205.82% and 396.38% respectively [3][4] Group 3 - Fund manager Li Jin expresses a strong interest in artificial intelligence computing-related assets, focusing on sectors with the best growth potential, including technology, new energy, and pharmaceuticals [8][12] - The fund's top three holdings are Zhongji Xuchuang, Xinyi Technology, and Huamao Technology, with substantial increases in positions for companies like Dongshan Precision and Industrial Fulian [9][10] Group 4 - Fund manager Yan Siqian emphasizes the investment opportunities in manufacturing and low-carbon technologies, highlighting the importance of intelligent manufacturing and technological innovation for sustainable development [13][15] - The fund's top holdings include Wuzhou Xinchun and Zhenyu Technology, with significant increases in positions for companies like Beite Technology and Sili Technology [14][15] Group 5 - Fund manager Feng Ludan notes that the artificial intelligence industry is in the early stages of forming a bubble, suggesting a cautious approach to investment while monitoring technological advancements and business model validations [16][21] - The fund's latest report shows a stock position of 86.04%, with significant increases in holdings for companies like Huadian Technology and Tencent Holdings [18][19]

Core Viewpoint - The CPO concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 1: Stock Performance - Robotech and Lantech both surged over 14% [1] - Huada Technology, Woge Optoelectronics, Tongfu Microelectronics, and Kechuan Technology reached the 10% daily limit up [1] - Benkawa Intelligent increased by over 8% [1] - Changdian Technology, Huamao Technology, and Hengtong Optoelectronics rose over 6% [1] - Tiantong Co., Shuguang Digital Creation, Cambridge Technology, Juguang Technology, and Taicheng Technology all gained over 5% [1]

Group 1 - The core point of the article highlights that Yongying Fund's manager Ren Jie achieved a remarkable annual return of 233.29% for the Yongying Technology Smart A fund in 2025, breaking a 17-year record in the public fund industry [1] - The fund significantly reduced its equity investment from 91.59% in Q3 to 78.76% by the end of Q4 2025, reallocating assets to bank deposits and clearing out bond investments [2] - The top ten holdings of the Yongying Technology Smart A fund saw changes, with new additions including Dongshan Precision, Jingwang Electronics, Industrial Fulian, and Cambridge Technology, while previous holdings like Taicheng Light, Lanke Technology, and Shijia Light did not appear in the top ten [2][3] Group 2 - The fund manager emphasized a continued focus on global cloud computing investments, particularly in the optical communication and PCB sectors, while also acknowledging the potential for mean reversion after valuation expansion cycles [1][4] - The Yongying Hong Kong Stock Connect Technology Smart fund also underwent significant changes, with major reductions in holdings of Tencent Holdings and Bilibili-W, both exceeding 20% [5][7] - The performance of the Yongying Hong Kong Stock Connect Technology Smart A and C shares showed a net value growth rate of -22.02% and -22.14% respectively, underperforming their benchmarks by 7.88 and 8.00 percentage points [7]

每经AI快讯，光模块（CPO）指数盘中上涨2%，主要成分股普遍走高。具体来看，罗博特科涨超 10%，盛科通信-U上涨3.85%，源杰科技上涨3.83%，新易盛上涨3.58%，剑桥科技上涨3.12%。 （文章来源：每日经济新闻） ...

● 上海剑桥科技股份有限公司（以下简称"公司"或"剑桥科技"）合并报表范围内的扬中幸福家园创业投 资合伙企业（有限合伙）（以下简称"扬中基金"）拟与其参股公司南京镭芯光电有限公司（以下简 称"镭芯光电"）签订《可转换借款协议》（以下简称"协议"），扬中基金将向镭芯光电提供可转换借款 人民币8,000万元，期限自协议生效之日起至2027年2月1日，年固定利率3%。根据协议约定，若镭芯光 电在2026年任意季度满足债转股条件，则当期债转股额度内的借款本金及对应利息予以豁免，并按照协 议约定转换为扬中基金对镭芯光电的股权投资。对于未能转换为股权投资的任何借款本金及相应利息， 镭芯光电最晚应于2027年2月1日一次性向扬中基金清偿。 证券代码：603083 证券简称：剑桥科技 公告编号：临2026-007 上海剑桥科技股份有限公司关于向参股公司提供财务资助的公告 特别提示 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本次财务资助事项已经公司第五届董事会第二十六次会议审议通过，无需提交公司股东会审议，不构 成关联 ...

证券代码：603083 证券简称：剑桥科技 公告编号：临2026-007 上海剑桥科技股份有限公司 关于向参股公司提供财务资助的公告 特别提示 本次财务资助的预期效果基于当前市场环境、合作基础及镭芯光电经营规划 作出，不构成对公司未来业绩的承诺，相关效果实现存在不确定性。 一、财务资助事项概述 （一）财务资助的基本情况 公司合并报表范围内的扬中基金拟于 2026 年 1 月 21 日与镭芯光电签订《可 转换借款协议》（以下简称"协议"），扬中基金将向镭芯光电提供可转换借款人 民币 8,000 万元，期限自协议生效之日起至 2027 年 2 月 1 日，年固定利率 3%。 1 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 上海剑桥科技股份有限公司（以下简称"公司"或"剑桥科技"）合并 报表范围内的扬中幸福家园创业投资合伙企业（有限合伙）（以下简称"扬中基 金"）拟与其参股公司南京镭芯光电有限公司（以下简称"镭芯光电"）签订《可 转换借款协议》（以下简称"协议"），扬中基金将向镭芯光电提供可转换借款人 民币 8, ...

Market Overview - The communication equipment sector experienced a decline of 3.62% on January 20, with Tongyu Communication leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers included: - Dingxin Communication (603421) with a closing price of 7.92, up 10.00% on a trading volume of 367,100 shares and a turnover of 287 million [1] - Weisheng Information (688100) closed at 46.16, up 7.15% with a trading volume of 128,400 shares and a turnover of 598 million [1] - Major decliners included: - Tongyu Communication (002792) closed at 46.14, down 10.01% with a trading volume of 656,100 shares and a turnover of 3.158 billion [2] - Datang Telecom (600198) closed at 10.64, down 9.98% with a trading volume of 898,800 shares and a turnover of 971 million [2] Capital Flow - The communication equipment sector saw a net outflow of 12.802 billion from institutional investors, while retail investors experienced a net inflow of 8.096 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Hengtong Optic (600487) had a net inflow of 338 million from institutional investors, while retail investors saw a net outflow of 304 million [3] - Longfly Fiber (601869) experienced a net inflow of 132 million from institutional investors, but a net outflow of 161 million from retail investors [3] - Dingxin Communication (603421) had a significant net inflow of 106 million from institutional investors, while retail investors faced a net outflow of 568 million [3]

根据协议约定，若镭芯光电在2026年任意季度满足债转股条件，则当期债转股额度内的借款本金及对应 利息予以豁免，并按照协议约定转换为扬中基金对镭芯光电的股权投资。对于未能转换为股权投资的任 何借款本金及相应利息，镭芯光电最晚应于2027年2月1日一次性向扬中基金清偿。 格隆汇1月20日丨剑桥科技(603083.SH)公布，公司合并报表范围内的扬中幸福家园创业投资合伙企业 （有限合伙）拟与其参股公司南京镭芯光电有限公司签订《可转换借款协议》，扬中基金将向镭芯光电 提供可转换借款人民币8000万元，期限自协议生效之日起至2027年2月1日，年固定利率3%。 ...

根据协议约定，若镭芯光电在2026年任意季度满足债转股条件，则当期债转股额度内的借款本金及对应 利息予以豁免，并按照协议约定转换为扬中基金对镭芯光电的股权投资。对于未能转换为股权投资的任 何借款本金及相应利息，镭芯光电最晚应于2027年2月1日一次性向扬中基金清偿。 格隆汇1月20日丨剑桥科技(603083.SH)公布，公司合并报表范围内的扬中幸福家园创业投资合伙企业 （有限合伙）拟与其参股公司南京镭芯光电有限公司签订《可转换借款协议》，扬中基金将向镭芯光电 提供可转换借款人民币8000万元，期限自协议生效之日起至2027年2月1日，年固定利率3%。 ...