Core Viewpoint - Gaoke Bridge (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] Financial Performance - For the first half of 2025, Gaoke Bridge reported a revenue of HKD 38.746 million, representing a year-on-year decrease of 46.82% [1] - The decline in revenue was primarily attributed to a reduction in sales of optical cables, which decreased by approximately 46.0% to around HKD 37.4 million, and a significant drop in fiber sales, which fell by about 63.9% to around HKD 1.3 million [1] Industry Insights - Minsheng Securities highlighted a surge in capital expenditures for AI data centers, indicating a rapid increase in the demand for low-loss fibers such as multimode fibers and hollow fibers [1] - The investment focus of operators has shifted towards 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 trunk 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]
高科桥涨超40% 上半年收入3874.6万港元 机构看好AI驱动光纤需求