Group 1 - The optical communication concept stocks have seen significant gains, with Hongteng Precision rising by 10.82% to HKD 6.66, Yangtze Optical Fibre and Cable increasing by 8.45% to HKD 142.4, Cambridge Technology up by 4.65% to HKD 70.85, and Huiju Technology rising by 3.29% to HKD 20.42 [1] - The 2026 Optical Fiber Communication Conference and Exhibition (OFC) will take place from March 15 to 19 in Los Angeles, showcasing key technologies that define data centers and networks in the AI era, including co-packaged optics (CPO) and advancements in coherent transmission technology [1] Group 2 - Yole predicts that the global Datacom CPO market will surge from USD 7 million in 2024 to USD 8 billion by 2030, with a compound annual growth rate exceeding 120%, and large-scale scale-up scenarios will account for nearly 70% of the market share [2] - Guosheng Securities notes that NVIDIA plans to scale deploy CPO technology this year, with 2026 expected to be the year of CPO's transition from concept to large-scale implementation [2] - CPO and pluggable technologies are complementary rather than opposing, opening new opportunities for optical communication in cabinet interconnects, with CPO relying heavily on silicon photonic chip capabilities [2]
港股异动 | 光通信概念股走高 2026年OFC将启幕 机构称行业将迎来新增量