Group 1 - The core viewpoint of the article highlights that Gaokeqiao (09963) experienced a significant stock price increase of over 40%, reaching a rise of 48.57% to HKD 0.52, with a trading volume of HKD 1.4497 million [1] - Gaokeqiao reported a mid-year revenue of HKD 38.746 million for 2025, reflecting a year-on-year decrease of 46.82% [1] - The revenue decline was primarily attributed to a reduction in sales of optical cables, which decreased by approximately 46.0% to about HKD 37.4 million, and a 63.9% drop in fiber sales to around HKD 1.3 million [1] Group 2 - Minsheng Securities noted a surge in capital expenditure for AI data centers, indicating a rapid increase in the demand for low-loss fibers such as multimode and hollow fibers [1] - The article mentions that operators are focusing on increasing investments in cloud computing and data centers, leading to sustained growth in the demand for multimode fibers in data centers and G.654.E optical cables in long-haul applications [1] - Low-loss fiber connections are identified as a critical infrastructure for AI data centers, effectively supporting large-scale data transmission and high-speed computing tasks [1]
港股异动 | 高科桥(09963)涨超40% 上半年收入3874.6万港元 机构看好AI驱动光纤需求