HK Stock Market Move | Optical communication concept stocks collectively rebound, Nvidia makes a bold move of $4 billion strategic investment in two leading optical communication companies.

Concept stocks in the field of optical communication as a whole have rebounded. As of the drafting of this article, Cig Shanghai (06166) rose by 8.63% to 77.4 Hong Kong dollars; Hongteng Precision (06088) rose by 5.49% to 5.96 Hong Kong dollars; TIME INTERCON (01729) rose by 5.31% to 17.45 Hong Kong dollars; HUA HONG SEMI (01347) rose by 2.2% to 88.15 Hong Kong dollars. In terms of news, Nvidia announced a long-term strategic partnership with two leading companies in the field of optical communication, Lumentum and Coherent, investing 2 billion US dollars in each company, totaling 4 billion US dollars to enhance advanced optical technology research and manufacturing. Open Source Securities believes that this move once again confirms that optical communication technology may become the core technology for future AIDC interconnection, emphasizing the great opportunities for upgrading optical technologies such as silicon photonics/CPO/OCS/hollow core fiber/thin film lithium niobate. China Galaxy Securities pointed out that the prosperity of optical modules is still in an upward trend, with high overseas prosperity at present. The capital expenditure scale of mainstream cloud manufacturers in 2026 continues to exceed expectations. The improvement in GPU performance is driving the clear trend of upgrading the overseas optical module speed rate. The acceleration of the shipment pace of high-rate, high-value optical modules is expected, while the gradual clarity of the trend of expanding optical modules and demand with Scale-up side replacing copper in the long term is pushing further growth in the usage and demand of optical modules.