光通信概念股涨幅居前 中际旭创辟谣CSP跳单传闻 北美CSP资本开支保持强劲增长态势

Core Viewpoint - The optical communication sector is experiencing significant stock price increases, driven by market rumors and strong capital expenditure forecasts from major CSP companies [1] Group 1: Stock Performance - Hongteng Precision (06088) increased by 10.49%, reaching 6.32 HKD - Changfei Optical Fiber (601869) rose by 9.95%, reaching 118.2 HKD - Huiju Technology (01729) saw a 7.3% increase, reaching 18.51 HKD - Cambridge Technology (603083) grew by 2.91%, reaching 70.75 HKD [1] Group 2: Market Rumors and Reactions - Recent rumors suggest that overseas CSP major clients are attempting a new supply chain model, bypassing optical module assembly factories and ordering directly from upstream chip manufacturers like Lumentum [1] - Zhongji Xuchuang (300308) publicly refuted these rumors, stating that CSP clients do not bypass intermediaries when placing orders [1] Group 3: Capital Expenditure Insights - CITIC Securities reports that four North American CSP companies have shown strong growth in capital expenditure, with optimistic guidance for 2026 from Amazon, Google, and Meta, exceeding market expectations [1] - The report emphasizes that the AI development phase is still early, and that infrastructure construction for computing power is expected to be slightly ahead of industry norms, maintaining a positive outlook on the overseas AI computing chain [1]