剑桥科技午前涨逾8% 机构料光模块市场规模有望持续快速增长

Group 1 - Cambridge Technology (06166) saw a stock price increase of 7.77%, currently trading at HKD 100.60, with a trading volume of HKD 323 million [1][4] - LightCounting predicts that the global optical module market is expected to exceed USD 37 billion by 2029, with demand for 1.6T optical modules anticipated to reach between 2.5 million to 3.5 million units by 2025 [1][4] - Huolong Securities believes that the strong demand for Ethernet switches and high-speed optical modules driven by AI infrastructure development, along with the promotion of optical interconnect technology in AI scale-up networks, will lead to sustained rapid growth in the optical module market [1][4] Group 2 - Cambridge Technology announced plans to raise USD 100 million through H-shares to increase capital for its wholly-owned subsidiary CIG in the U.S., aimed at capacity expansion, R&D upgrades, market expansion, and supply chain security [1][4]