The Zhitong Finance App learned that optical communications stocks are trending strongly. As of press release, Huiju Technology (01729) rose 14.83% to HK$13.55; NaZhen Technology (09856) rose 14.69% to HK$22.48; Cambridge Technology (06166) rose 8.42% to HK$74.7; Zhongji Xuchuang (03308) rose 8.34% to HK$785.5; Changfei Optical Fiber Cable (06869) rose 7.52% to HK$111.5.
According to the news, recently, Anthropic's prospectus was implemented to ease market uncertainty about AI commercialization and funding sources; at the same time, Meta common stock forward issuance was subscribed about 5 times, which also shows that high-quality technology leaders still have strong financing capabilities. Zhang Yidong, member of the Executive Committee of Haitong International and chief economist, pointed out that from a comprehensive perspective, if Asian deleveraging comes to an end, concerns about AI hardware ease, and capital investment from large technology companies can be supported by profits and cash returns, the market will have the conditions for a phased rebound.
Huatai Securities believes that optical modules benefit from port rate upgrades and cluster size expansion. Demand for optical fiber grows as scale-up and scale-out connections increase, and continued investment is expected to support the fulfillment of orders and performance in the industrial chain. The optical module and optical fiber sector has gone through a round of refinement, and performance catalysis is approaching. It is recommended to focus on valuation repair opportunities for leading companies.