Nvidia(US:NVDA) 智通财经网·2026-03-03 01:38Core Viewpoint - The optical communication sector is experiencing a significant boost following NVIDIA's announcement of a strategic partnership with two leading companies, Lumentum and Coherent, involving a total investment of $4 billion to enhance advanced optical technology development and manufacturing [1] Group 1: Company Performance - Optical communication stocks opened higher, with notable increases: Changfei Fiber Optics (06869) up 5.42% to HKD 175, Cambridge Technology (06166) up 5.19% to HKD 77, Hong Teng Precision (06088) up 5.05% to HKD 6.45, and Huiju Technology (01729) up 2.31% to HKD 19.5 [1] Group 2: Strategic Partnerships - NVIDIA has entered into non-exclusive agreements with Lumentum and Coherent, committing to invest $2 billion in each company, which includes significant product procurement commitments and future rights to advanced laser and optical network products [1] Group 3: Market Outlook - According to China Galaxy Securities, the optical module market is in an upward trend, with high overseas demand and capital expenditure from major cloud providers expected to exceed forecasts through 2026, driven by GPU performance improvements [1] - The trend towards higher-speed, high-value optical modules is anticipated to accelerate, with a clear shift from optical to copper expected to further increase the demand for optical modules [1]