HK Stock Market Move | Most optical communication concept stocks rise; Trump joins Jensen Huang to refute AI doomsday narrative; institutions say the certainty of the industry's high prosperity is increasing.

Most optical communication concept stocks are on the rise. As of press time, CREALIGHTS (01191) gained 7.72% to HK$133.9; Cig Shanghai (06166) rose 7.4% to HK$117.5; YOFC (06869) added 3.98% to HK$180.1; Zhongji Innolight (03308) climbed 1.94% to HK$1,106. On the news front, recent calls by U.S. AI giants for a "slowdown" have sparked concerns over AI investment deceleration. In response, Trump and Nvidia CEO Jensen Huang have successively thrown their weight behind the AI acceleration camp. Huang said AI safety does not require dedicated legislation and that market mechanisms are already sufficient, while dismissing AI doomsday narratives as unscientific grandstanding. A Citi report noted that market concerns over slowing AI spending have clearly become excessive. The bank believes that continued growth in AI inference demand, coupled with persistent supply-side tightness, will support further expansion of capital investment across the entire industry ecosystem. A CICC research report said that the 27th Optical Expo was even more heated than in previous years, with "locking in orders" and "locking in materials" becoming key themes in exhibitor surveys, further raising demand certainty for 2027. Based on the exhibitor surveys, order backlogs at some high-speed optical chip companies have extended to 2028 and beyond, while optical module order visibility covers 2027 and beyond. Previously, Goldman Sachs raised its 2027/2028 demand forecasts for 800G and above optical modules by 39% and 36%, respectively, to 144 million units and 171 million units.