Prize Contest｜Optical Interconnect Boom + Domestic Chip Acceleration, Who Will Be the Top Gainer Among the Four Hong Kong Stock AI Infrastructure Giants This Month?

BNP Paribas points out that for every $1 invested in GPUs, about $0.5 needs to be allocated to optical interconnect infrastructure—optical communication and chip manufacturing are becoming the most certain dual main themes in the AI era. Guess the top gainer among the four Hong Kong stock giants next week, and win 500 mission coins if correct!

🌟Core Highlights of the Four AI Infrastructure Giants:

$YOFC(06869.HK): The domestic optical fiber leader surged 16.5% yesterday (April 22). Prices for some fiber varieties have skyrocketed by 650% compared to the same period last year, making it the most direct beneficiary of this market rally.

$ZTE(00763.HK): The leading domestic optical communication system equipment provider. Its 2025 revenue showed steady year-on-year growth, and its market share in the optical transmission equipment field ranks among the top globally.

$SMIC(00981.HK): China's largest wafer foundry. Its 2025 revenue scale continues to expand, and capacity utilization is steadily recovering with the increase in domestic advanced and mature process orders. It is a core beneficiary of domestic AI chip self-sufficiency.

$HUA HONG SEMI(01347.HK): The second-largest domestic wafer foundry, focusing on specialty process technologies. Its 2025 specialty process orders continue to improve. AI applications are driving up demand for power and analog chips, increasing order visibility, and valuations are accelerating their recovery from the bottom.

The dual main themes of optical interconnect and domestic chips are resonating, and the beneficiary landscape of Hong Kong stock AI infrastructure is becoming clearer. Who among the four giants will break through first? Uncle Qiao is waiting for your guess!