CIG(SH:603083) Zhi Tong Cai Jing·2025-11-28 03:37Core 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]