光通信板块全线回落 长飞光纤光缆跌超7% 传甲骨文推迟OpenAI数据中心建设
Zhi Tong Cai Jing·2025-12-15 01:45

Group 1 - The optical communication sector has experienced a significant decline, with Changfei Optical Fiber (601869) down 6.05% to HKD 44.44, Hongte Precision (06088) down 4.64% to HKD 5.34, and Cambridge Technology (603083) down 3.48% to HKD 86 [1] - Oracle has reportedly delayed the completion of some OpenAI data center construction projects from 2027 to 2028 due to labor and material shortages, although Oracle later stated that the projects will proceed as planned without disclosing a specific timeline [1] - Changfei Optical Fiber announced plans to issue 70 million new H-shares, expecting net proceeds of approximately HKD 22.29 billion, with about 80% allocated for the development of overseas business [1] - Cambridge Technology announced plans to raise USD 100 million through the issuance of H-shares to increase capital for its wholly-owned subsidiary CIG in the United States [1]

YOFC-光通信板块全线回落 长飞光纤光缆跌超7% 传甲骨文推迟OpenAI数据中心建设 - Reportify