The Zhitong Finance App learned that Goldman Sachs released a research report stating that it maintains a “neutral” rating for ASMPT (00522.HK), with a target price of HK$177; the rating for Zhongji Innochuang (03308.HK) is a “buy” rating, and the target price is HK$3,267. Earlier, Goldman Sachs visited a number of optical companies in Hong Kong, Taiwan and Suzhou, covering optical modules, photonic integrated circuit testing and coupling equipment, fiber array units (FAU) for NPO/CPO, and InP epitaxial wafer/CW lasers, including Zhongji Xuchuang, Dongshan Precision (002384.SZ), Huagong Technology (000988.SZ), Cambridge Technology (06166.HK), Xizhi Technology (01879.HK), ASMPT, etc. The surveyed companies maintained a positive view on optical module demand and are expected to benefit from AI server rack capacity, expansion of optical module application scale, and specification upgrades.

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