Core Viewpoint - The optical communication sector is experiencing a rise in stock prices despite market conditions, driven by strong demand for AI computing power and related infrastructure [1] Group 1: Stock Performance - Changfei Optical Fiber (601869) shares increased by 5.7%, reaching HKD 37.08 [1] - Huiju Technology (01729) shares rose by 5.69%, priced at HKD 16.71 [1] - Cambridge Technology (603083) shares climbed by 5.68%, trading at HKD 86.5 [1] - Hong Teng Jing Mei (06088) shares went up by 3.33%, now at HKD 5.28 [1] Group 2: Company Developments - Youxun Co., Ltd. has initiated its subscription with an issue price of CNY 51.66 per share and a subscription limit of 0.45 million shares [1] - Youxun is recognized as a "national-level manufacturing champion" in the optical communication field, focusing on the R&D, design, and sales of optical communication front-end transceiver chips [1] Group 3: Industry Insights - Changjiang Securities reports a surge in global AI computing power demand, with cloud service providers showing strong financial results and rapidly accumulating cloud orders [1] - Capital expenditures are being revised upwards, with significant increases in investment [1] - There is a growing demand for data center interconnects, leading to full capacity in optical chip production and a shortage of high-speed optical modules [1] - Expansion in optical fiber, high-speed cables, and liquid cooling equipment is accelerating [1] - The AI and computing sector is on a strong upward trajectory [1]