Group 1 - The optical communication sector is experiencing strong performance, with companies like Huiju Technology (01729) up by 13.44% to HKD 18.29, Changfei Optical Fiber (06869) up by 11.01% to HKD 57.45, Cambridge Technology (06166) up by 4.99% to HKD 85.2, and Huahong Semiconductor (01347) up by 3.54% to HKD 70.15 [1] - Researchers from Shanghai Jiao Tong University have made a breakthrough in the next-generation optical computing chip field, achieving the first all-optical computing chip, LightGen, which supports large-scale semantic media generation models. The chip demonstrates a two-order-of-magnitude improvement in computing power and energy efficiency compared to top digital chips, even with less advanced input devices [1] - According to Zhongyuan Securities, China's optical communication industry chain and value chain are gradually transitioning from low-end to high-end, indicating long-term prosperity. The research and expansion cycle for optical chips is lengthy with high barriers, leading domestic and foreign manufacturers to accelerate capacity expansion and process upgrades [1] - Guotou Securities reports that the demand for AI computing power continues to expand, sustaining the upward trend in the optical module industry, which presents opportunities for all segments of the industry chain [1]
港股异动 光通信概念走势强劲 汇聚科技(01729)涨超13% 光计算芯片领域取得新突破