Changes in Hong Kong stocks | Optical Communications concept stocks have the highest gains GPT-6 verification computing power competition, and institutions say Optical Communications continues to benefit

Zhitong Finance App learned that as of press release, Cambridge Technology (06166) rose 14.74% to HK$110.9; Zhongji Xuchuang (03308) rose 8.75% to HK$1094.0; Huiju Technology (01729) rose 5.52% to HK$17.6; and Changfei Optical Cable (06869) rose 4.33% to HK$166.3.

According to the news, recently, OpenAI officially released GPT-6 Astra, and called it currently the smartest and most aligned model in the world. Galaxy Securities pointed out that Astra's announcement once again confirms that cutting-edge model training is still in an expansion channel that relies on huge clustering, heavy capitalization, and strong connectivity, and the computational power scale of model training is expected to continue to advance from the 10^26 Flops level to the 10^27 Flops level. The bank pointed out that the most direct benefit is the 800G/1.6T/future 3.2T high-speed optical module chain.

It is worth noting that Goldman Sachs covered Zhongji Xuchuang H shares for the first time and gave it a “buy” rating, with a target price of HK$3,267. The bank's net profit forecasts for Zhongji Xuchuang for 2026 and 2027 were 25% and 42% higher than the market's general expectations, respectively. The forecast was based on higher revenue and gross profit margin assumptions. Goldman Sachs analysts said in the report that the above expectations reflect a positive judgment on Zhongji's leading position in silicon optical modules, accelerated mass production of 1.6T and above solutions, supply chain stability, diversification of production bases, and controllable competition for co-packaged optics.