Core Viewpoint - The optical communication sector is experiencing strong performance, driven by advancements in optical computing technology and increasing demand for AI computing power [1] Group 1: Market Performance - Huiju Technology (01729) shares rose by 13.44%, reaching HKD 18.29 [1] - Changfei Optical Fiber (601869) shares increased by 11.01%, reaching HKD 57.45 [1] - Cambridge Technology (603083) shares grew by 4.99%, reaching HKD 85.2 [1] - Huahong Semiconductor (01347) shares rose by 3.54%, reaching HKD 70.15 [1] Group 2: Technological Advancements - Researchers from Shanghai Jiao Tong University achieved a breakthrough in optical computing, developing the LightGen chip that supports large-scale semantic media generation models [1] - The LightGen chip demonstrated a two-order-of-magnitude improvement in computing power and energy efficiency compared to top digital chips, even with less advanced input devices [1] Group 3: Industry Outlook - Zhongyuan Securities noted that China's optical communication industry is transitioning from low-end to high-end, indicating long-term growth potential [1] - The research and expansion cycle for optical chips is lengthy with high barriers, prompting domestic and international manufacturers to accelerate capacity expansion and process upgrades [1] - Guotou Securities reported that the ongoing demand for AI computing power is sustaining the upward trend in the optical module industry, creating opportunities across the industry chain [1]