格隆汇12月3日｜A股市场CPO概念股普涨，其中，新易盛涨6%，天孚通信涨超4%，长芯博创、仕佳光 子涨超3%，剑桥科技、跃岭股份涨超2%。 ...

每经AI快讯，剑桥科技(06166.HK)涨超6%，截至发稿，涨6.2%，报83.95港元，成交额1.28亿港元。 （文章来源：每日经济新闻） ...

资金流向方面，主力资金净流出2.07亿元，特大单买入3.48亿元，占比15.43%，卖出4.44亿元，占比 19.68%；大单买入5.36亿元，占比23.75%，卖出6.47亿元，占比28.67%。 剑桥科技今年以来股价涨178.62%，近5个交易日涨14.67%，近20日涨9.06%，近60日涨18.25%。 今年以来剑桥科技已经9次登上龙虎榜，最近一次登上龙虎榜为10月9日，当日龙虎榜净买入5338.10万 元；买入总计11.45亿元 ，占总成交额比19.80%；卖出总计10.92亿元 ，占总成交额比18.88%。 11月28日，剑桥科技盘中上涨2.03%，截至11:22，报112.38元/股，成交22.56亿元，换手率7.45%，总市 值396.31亿元。 责任编辑：小浪快报 截至9月30日，剑桥科技股东户数6.70万，较上期减少0.64%；人均流通股3999股，较上期增加0.64%。 2025年1月-9月，剑桥科技实现营业收入33.60亿元，同比增长21.57%；归母净利润2.59亿元，同比增长 70.88%。 分红方面，剑桥科技A股上市后累计派现1.63亿元。近三年，累计派现1.15亿元。 机构持仓 ...

Core Viewpoint - Cambridge Technology (06166) has shown a significant increase in stock price, rising over 6% to HKD 83.95, with a trading volume of HKD 128 million, reflecting positive investor sentiment and confidence in future growth [1] Group 1: Company Outlook - The company maintains an optimistic outlook for the fourth quarter and the overall business environment for the upcoming year, expecting continued growth [1] - Cambridge Technology has fully embraced silicon photonics solutions, indicating a strategic shift in technology [1] Group 2: Technological Developments - The company reports that its optical modules with specifications of 800G and above are primarily based on silicon photonics solutions, which is seen as a long-term industry strategy [1] - This technological choice is viewed as a proactive strategy to address the limitations in EML supply, presenting a significant development opportunity for the company [1] - The company anticipates mass shipments of its 1.6T products to commence in the first quarter of 2026 [1]

Core Viewpoint - Cambridge Technology (603083) shows a positive outlook for Q4 and the overall business environment for the coming year, expecting continued growth [1] Group 1: Stock Performance - Cambridge Technology's stock has risen over 6%, currently up 6.2% at HKD 83.95, with a trading volume of HKD 128 million [1] Group 2: Business Strategy - The company has fully embraced silicon photonics solutions, with 800G and above optical modules primarily utilizing this technology [1] - This strategic choice is seen as a proactive measure to address the limitations in EML supply and is considered an "important development opportunity" by the company [1] Group 3: Future Projections - The company anticipates significant shipments of 1.6T optical modules to commence in Q1 2026 [1]

Market Overview - The communication equipment sector experienced a decline of 0.27% on November 27, with Meilixin leading the drop [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Top Performers - Tongyu Communication (002792) saw a significant increase of 10.03%, closing at 21.62 with a trading volume of 576,300 shares and a transaction value of 1.207 billion [1] - LianTe Technology (301205) rose by 9.98%, closing at 134.73 with a trading volume of 196,100 shares and a transaction value of 2.507 billion [1] - Other notable gainers include Taicheng Light (300570) up 7.51%, Guanghetong (300638) up 7.09%, and Cambridge Technology (603083) up 5.95% [1] Underperformers - Meilixin (301307) experienced a significant drop of 11.70%, closing at 35.86 with a trading volume of 257,600 shares and a transaction value of 963 million [2] - Shida Group (600734) fell by 9.92%, closing at 5.54 with a trading volume of 3,512,400 shares and a transaction value of 76.67 million [2] - Other notable decliners include Ruisi Kanda (603803) down 6.35% and Changxin Bochuang (300548) down 3.84% [2] Capital Flow - The communication equipment sector saw a net outflow of 2.31 billion from institutional investors, while retail investors contributed a net inflow of 1.647 billion [2][3] - Notable net inflows from retail investors were observed in companies like Cambridge Technology and Guanghetong, while significant outflows were noted in Meilixin and Taicheng Light [3] Individual Stock Capital Flow - ZTE Corporation (000063) had a net inflow of 787 million from institutional investors, while retail investors saw a net outflow of 337 million [3] - Taicheng Light (300570) had a net inflow of 319 million from institutional investors, with retail investors experiencing a net outflow of 174 million [3] - Cambridge Technology (603083) recorded a net inflow of 238 million from institutional investors and a net inflow of 159 million from retail investors [3]

Core Viewpoint - The data indicates significant capital inflow into specific stocks, highlighting investor interest in technology and financial sectors [1] Group 1: Capital Inflow - The top stock with capital inflow is ZTE Corporation, attracting 862 million yuan [1] - Industrial Fulian follows with an inflow of 713 million yuan [1] - Other notable stocks include Furi Electronics with 446 million yuan and Chipone Technology with 440 million yuan [1] Group 2: Additional Stocks - Annie Technology received 362 million yuan, while Taicheng Light garnered 358 million yuan [1] - Shannon Semiconductor attracted 340 million yuan, and Electronic Science and Technology received 285 million yuan [1] - Other companies with significant inflows include兆易创新 (GigaDevice) with 284 million yuan and NewEase with 284 million yuan [1] Group 3: Financial Institutions - Agricultural Bank of China saw an inflow of 270 million yuan [1] - Cambridge Technology attracted 267 million yuan, while Saiwei Electronics received 234 million yuan [1] - Penghui Energy and Lanke Technology had inflows of 229 million yuan and 228 million yuan respectively [1]

Core Viewpoint - A-shares showed a collective rise in major indices, with strong performance in sectors like consumer electronics and optical modules, while some high-position stocks experienced significant declines [2][3]. Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.49%, the Shenzhen Component Index increased by 0.38%, and the ChiNext Index gained 0.56% [2][3]. - The total market turnover was 1.1 trillion CNY, slightly lower than the previous day, with over 3,300 stocks rising [3]. Sector Performance - The electronic, beauty care, light industry manufacturing, and communication sectors performed well, with notable activity in consumer electronics, HBM, optical modules, and lithium battery concept stocks [3]. - The optical module sector continued to strengthen, with stocks like Tongyu Communication and Cambridge Technology hitting their daily limit [12][13]. Individual Stock Highlights - In the electronic sector, stocks such as Lian De Equipment and Saiwei Electronics reached their daily limit, with increases of 20.01% and 18.48% respectively [8][9]. - The new consumption concept stocks in the Hong Kong market also saw gains, with Pop Mart rising nearly 10% [10]. Policy Impact - A recent implementation plan from six departments, including the Ministry of Industry and Information Technology, aims to enhance the adaptability of supply and demand in consumer goods, promoting AI integration and smart product development [8].

Market Overview - The A-share market showed a mixed performance with the Shanghai Composite Index rising by 0.49% to 3883.01, while the Shenzhen Component Index increased by 0.38% to 12956.99, and the ChiNext Index rose by 0.56% to 3061.79, with a total market turnover of 1.1 trillion [1][2]. Sector Performance - The organic silicon, consumer electronics, and battery sectors led the gains, while the Hainan and film industry sectors experienced declines [2]. Semiconductor Sector - Semiconductor stocks performed strongly, with CPO concept stocks remaining active. Notable gains included Saiwei Electronics reaching a historical high with an increase of over 18%, and other companies like Xidi and Deke Chip also showing significant increases [4]. - Google is accelerating the commercialization of its self-developed AI chip TPU, which may disrupt the GPU market dominated by Nvidia if partnerships with major tech companies materialize [4]. - Huatai Securities highlighted that multi-chip interconnection is key for AI computing power expansion, with CPO technology potentially becoming a critical path for overcoming computing power bottlenecks by 2027 [4]. - Northeast Securities noted an increase in the demand for optical modules, with a positive outlook for next year's orders, indicating a supply-demand imbalance that will likely sustain industry growth [4].

智通财经获悉，剑桥科技(06166)早盘涨近10%，截至发稿，涨8.37%，报84.15港元，成交额2.93亿港 元。 华鑫证券此前指出，剑桥科技多个新产品在多个客户顺利完成认证，预计将在2025年实现大批量发货。 公司继续完善多款800G LPO 产品开发，800G DR8 LPO 产品在客户交换机的测试结果良好，将继续推 进800G 和1.6T LPO 和LRO 产品的开发和迭代更新。完成多个产品在上海工厂和马来西亚工厂的量产和 扩产，以满足2025 年客户的需求。 本文源自：智通财经网 消息面上，据媒体报道，Meta正与谷歌进行深入谈判，考虑从2027年起在自家数据中心大规模采用 TPU，潜在采购规模或达数十亿美元。这笔交易一旦落地，将是谷歌外售TPU上的重大胜利。近期业内 有报道称，谷歌正在进一步追加光模块龙头的订单。从供应链反馈看，此次加单主要集中在800G/1.6T 高速光模块，对应的多为谷歌新一代TPU集群扩容需求。 ...