CIG(SH:603083) Zhi Tong Cai Jing·2025-12-22 06:24Group 1 - Cambridge Technology (603083) saw its stock price increase by over 8%, currently trading at 87.1 HKD with a transaction volume of 255 million HKD [1] - The company announced plans to raise 100 million USD through H-shares to increase capital for its wholly-owned subsidiary CIG USA, aimed at capacity expansion, R&D upgrades, market expansion, and supply chain security [1] - The capital injection will accelerate CIG USA's capacity expansion plans in Malaysia, Mexico, and the United States, enhancing global delivery capabilities for core products like high-speed optical modules [1] Group 2 - Huatai Securities highlighted that unlike OpenAI, which heavily relies on external computing power and cloud facilities, Google is building a self-sufficient ecosystem from chips to models to applications [1] - The report expresses optimism about Google's self-sufficient "full-stack" AI ecosystem and capabilities, suggesting it is the right time for Google to regain market leadership [1] - According to Open Source Securities, the ramp-up of Google's self-developed chips may drive demand for liquid cooling and optical modules [1]