<div id="readability-page-1" class="page">The optical communication sector in Hong Kong's stock market continues to decline. According to Jin10, Cambridge Technology (06166.HK) saw a drop of over 7%, while Yangtze Optical Fibre and Cable (06869.HK) fell by more than 6%. Other companies such as Hua Hong Semiconductor (01347.HK) and Huiju Technology (01729.HK) also experienced declines.</div>

Recently, the US-listed optical communication sector has seen a collective surge, driven by three catalysts: Nvidia's Q1 revenue exceeded expectations by 85% and its Q2 guidance is strong; AI cloud providers like Nebius have raised GPU rental prices; and Corning has signed an agreement with BOE to enter the market for key glass substrate packaging for Nvidia's next-generation AI chips. Demand for 400G/800G/1.6T high-speed optical interconnects has been further amplified, and the construction of AI data centers is accelerating. Is this an extension of the AI ​​computing power theme, or just a short-term influx of funds? Which leading optical module company do you favor?

<p>Recently, the US-listed optical communication sector has seen a collective surge, driven by three catalysts: Nvidia's Q1 revenue exceeded expectations by 85% and its Q2 guidance is strong; AI cloud providers like Nebius have raised GPU rental prices; and Corning has signed an agreement with BOE to enter the market for key glass substrate packaging for Nvidia's next-generation AI chips. Demand for 400G/800G/1.6T high-speed optical interconnects has been further amplified, and the construction of AI data centers is accelerating. Is this an extension of the AI ​​computing power theme, or just a short-term influx of funds? Which leading optical module company do you favor?</p>

Optical Modules Rally Across the Board — Who's the Real Trade?

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<p>The optical communication sector in Hong Kong's stock market is experiencing a decline, with Cambridge Technology (06166.HK) dropping over 7% and Yangtze Optical Fibre and Cable (06869.HK) falling by more than 6%. Other companies like Hua Hong Semiconductor (01347.HK) and Huiju Technology (01729.HK) also reported declines.</p>

STOCKS | Hong Kong Optical Communication Sector Declines