HK Stock Market Move | Concept stocks in optical communication leading the gains, key enterprises in Optics Valley working throughout the Spring Festival, orders for AI high-speed optical modules scheduled until the fourth quarter.

Concept stocks in the field of optical communication are leading the gains. As of the time of writing, YOFC (06869) rose by 18.19%, trading at 131.9 Hong Kong dollars; TIME INTERCON (01729) rose by 8.94%, trading at 17.54 Hong Kong dollars; Cig Shanghai (06166) rose by 5.7%, trading at 67.75 Hong Kong dollars; and Hongteng Precision (06088) rose by 3.4%, trading at 5.78 Hong Kong dollars. On the news front, on February 22nd, according to the "China Optic Valley" public account, the head of Hgtech's optical module business introduced that during the Spring Festival, the company's two major production bases in Wuhan and Thailand were operating at full capacity, with operations resuming on the first day of the new year, fully ensuring the mass production and delivery of 1.6T, 800G and other high-speed optical modules. The company's interconnection business orders are already scheduled until the fourth quarter of 2026, with AI high-speed optical module production lines running at full capacity 24 hours a day. In addition, during the Spring Festival, production lines at various bases of Changfei company maintained full capacity. Industrial released a research report stating that the total capital expenditure guidance for four cloud service providers, Amazon, Google, Meta, and Microsoft, in 2026 is approximately 598.7 billion US dollars, with an expected year-on-year growth of 67%, reflecting the certainty of global AI computing demand under the logic of an arms race. With data centers moving towards ultra-large-scale clusters, the commercialization of 1.6T and even 3.2T high-speed optical modules is accelerating, and cutting-edge technologies such as silicon photonics and CPO continue to break through; the massive demand for computing power is driving data centers into a period of scalable expansion, leading to a continuous widening of the supply-demand gap for key infrastructures such as optical fibers and liquid cooling, resulting in multistage prosperity across the industry chain.