Group 1 - The optical communication concept stocks have shown significant gains, with Changfei Fiber Optics rising by 18.19% to HKD 131.9, Huiju Technology increasing by 8.94% to HKD 17.54, Cambridge Technology up by 5.7% to HKD 67.75, and Hong Teng Precision gaining 3.4% to HKD 5.78 [1][1][1] - According to a report from "China Optical Valley," Huagong Technology's optical module business is fully operational during the Spring Festival, with production lines in Wuhan and Thailand running at full capacity to ensure the mass production and delivery of high-speed optical modules like 1.6T and 800G [1][1][1] - The company has secured orders for its connection business until the fourth quarter of 2026, and its AI high-speed optical module production line is operating 24 hours a day [1][1][1] Group 2 - A report from Xingye Securities indicates that the combined capital expenditure guidance for Amazon, Google, Meta, and Microsoft is approximately USD 598.7 billion for 2026, reflecting a year-on-year growth of 67%, driven by the increasing demand for AI computing power [1][1][1] - The transition of data centers towards ultra-large-scale clusters is accelerating the commercialization of 1.6T and 3.2T high-speed optical modules, with continuous breakthroughs in cutting-edge technologies such as silicon photonics and CPO [1][1][1] - The massive demand for computing power is pushing data centers into a phase of large-scale expansion, leading to a sustained increase in the supply-demand gap for critical infrastructure like optical fibers and liquid cooling systems, resulting in high prosperity across multiple segments of the industry chain [1][1][1]