Group 1 - The optical communication sector continues to decline, with Cambridge Technology down 4.73% to HKD 80.65, Changfei Fiber Optics down 4.49% to HKD 40.38, Huiju Technology down 4.3% to HKD 16.26, and Hongte Precision down 2.61% to HKD 5.22 [1] - Oracle reported a free cash flow of -$10 billion for Q2 of fiscal year 2026, significantly below market expectations, while capital expenditures surged 41% quarter-over-quarter to $12 billion [1] - Oracle executives announced an increase in capital expenditure guidance for fiscal year 2026 to $50 billion, up $15 billion from previous estimates [1] Group 2 - Oracle's five-year credit default swap has risen to its highest level since 2009, indicating increased market concerns [1] - Reports suggest that Oracle has delayed the completion date for some data centers prepared for OpenAI from 2027 to 2028, although Oracle clarified that all milestones are on track as per the agreement with OpenAI [1]