COMBA (02342) News

Goldman Sachs significantly raises forecast for optical transceiver market: size may reach $148.5 billion by 2028

① High-speed products have become the core growth driver, with the market size for 800G and above optical transceivers expected to increase from $45.2 billion in 2026 to $129.5 billion in 2028; ② The expansion of AI rack-scale systems, increased penetration of ASICs, and higher optical transceiver usage per AI chip are jointly accelerating the ramp-up of demand for 1.6T and 3.2T modules; ③ The penetration rate of silicon photonics in high-speed optical transceivers continues to rise, while Co-Packaged Optics (CPO) remains primarily in the early adoption phase in the short term.

cls.cn20:30

Major Wall Street banks interpret this year's SEMICON highlights: Advanced packaging is evolving toward 3D system integration, while CPO manufacturing bottlenecks lie in testing.

SEMICON 2026 sends new signals for the semiconductor industry: advanced packaging is upgrading toward 3D system integration, CoWoS capacity continues to expand and spill over to OSATs, CPO is accelerating mass production, while testing and equipment lead times have become new bottlenecks, and the AI ASIC ecosystem is further maturing. UBS Group is bullish on Taiwan Semiconductor's 3DFabric capacity expansion, Citi focuses on CPO manufacturing, and Nomura warns of capacity constraints in testing and equipment segments, as AI-driven capacity expansion accelerates into the backend processes.

wallstreetcn17:46

The resonance between OpenAI's new model and favorable policy developments triggered a broad rally in optical communication and PCB concept stocks, with Zhongji Innolight, the leader in optical modules, surging 10% in its H-share trading.

① Following OpenAI's release of the GPT-6 Astra model, why has the expansion of computing power scale made the supply chain for high-speed optical modules (800G/1.6T and above) the most direct beneficiary? ② What is the substantive progress on the digital and green transformation plan jointly issued by seven departments, as well as on the national integrated computing power network?

cls.cn11:26

Computing power supply chain surges collectively: Policy sets 2030 development targets; Goldman Sachs significantly raises forecasts for optical transceivers.

The computing power industry chain sees renewed positive developments.

Securities Times China16:50

Prime Choice Investments Limited increased its stake in Comba Telecom (02342) by 1.06 million shares at HK$0.71 per share.

On August 31, Prime Choice Investments Limited increased its stake in Comba Telecom Systems (02342) by 1.06 million shares at HKD 0.71 per share, for a total amount of HKD 752,600.

Zhitong FinanceSep 4 19:16

Comba Telecom Reports Stable Capital Structure and Compliance for August 2026

TipRanksSep 4 18:17

Cost per million tokens drops below $1! Goldman Sachs: “Volume surge, price collapse” shakes the logic of AI capital expenditure.

Goldman Sachs’ latest report shows that the SDLLMTK index, which measures AI inference pricing, plummeted by 29% in August alone, falling below the $1 per million tokens threshold for the first time and marking a cumulative 50% decline from its peak. Price cuts, user migration to low-cost open-source models, intensifying competition, and local inference are structurally eroding the per-token pricing model. The widening divergence between rising volume and falling prices is dismantling the core narrative that “more tokens equal more revenue.”

wallstreetcnSep 4 09:37

Comba Telecom Systems (02342.HK) saw its ordinary shares increased by 3.322 million, valued at approximately HK$2.3002 million, by Prime Choice Investments Limited and related parties.

According to a report on September 3 and documents disclosed by the Hong Kong Stock Exchange on the same day, Prime Choice Investments Limited increased its holdings in Comba Telecom Systems (02342.HK) by 3.322 million ordinary shares at an average price of HK$0.6924 per share on August 28, with a total value of approximately HK$2.3002 million. Following this increase, Prime Choice Investments Limited's latest shareholding stands at 683 million shares, with its long position ratio rising from 21.68% to 21.79%. This transaction involves other related parties.

Futu NewsSep 3 17:06

Cost savings from memory cuts are being redirected to networking! Institutions have crunched the numbers on NVIDIA’s downgraded Rubin Ultra configuration.

① NVIDIA has lowered the HBM memory specifications for Rubin Ultra: from HBM4E 12-Hi to HBM4 8-Hi; ② SemiAnalysis points out that, after adopting this downgraded configuration, HBM costs have been reduced by more than 50%; ③ The focus of value within NVIDIA's internal AI hardware is shifting: no longer solely pursuing maximum HBM memory capacity per card, but instead relying on large-scale cluster interconnects.

cls.cnSep 3 11:57

Zhitong HK Stock Investment Log | September 3

Hong Kong Stock Market Investment Log | September 3, 2026

Zhitong FinanceSep 3 00:00

Comba Telecom Systems (02342.HK) saw its ordinary shares increased by 1.512 million shares, valued at approximately HK$1.0563 million, by Prime Choice Investments Limited and related parties.

According to a report on September 2, documents disclosed by the Hong Kong Stock Exchange on the same day revealed that Prime Choice Investments Limited increased its holdings in Comba Telecom Systems Holdings Limited (02342.HK) by 1.512 million ordinary shares at an average price of HK$0.6986 per share on August 27, with a total value of approximately HK$1.0563 million. Following this increase, Prime Choice Investments Limited's latest shareholding stands at 680 million shares, raising its long position ratio from 21.63% to 21.68%. This transaction involves other related parties.

Futu NewsSep 2 17:06

Comba Telecom Systems (02342.HK) saw its ordinary shares increased by 1.512 million shares, valued at approximately HK$1.0563 million, by Huo Dongling and related parties.

According to a report on September 1, documents disclosed by the Hong Kong Stock Exchange on that date show that Huo Dongling increased his holdings in Comba Telecom Systems Holdings Limited (02342.HK) by 1.512 million ordinary shares at an average price of HK$0.6986 per share on August 27, for a total value of approximately HK$1.0563 million. Following this increase, Huo Dongling’s latest shareholding stands at 704 million shares, with his long position ratio rising from 22.40% to 22.44%. Other related parties involved in this transaction include: Huo Dongling. Image source: HKEX equity disclosure (partial tables from the event). What is equity disclosure? Under the requirements of the Hong Kong Stock Exchange, major shareholders (those holding 5% or more

Futu NewsSep 1 17:06

Comba Telecom (02342.HK) reported an increase of 2.61 million ordinary shares by Huo Dongling and related parties, valued at approximately HK$1.8249 million.

According to a report on August 28, documents disclosed by the Hong Kong Stock Exchange (HKEX) on the same day revealed that Huo Dongling increased his holding of 2.61 million ordinary shares in Comba Telecom Systems Holdings Limited (02342.HK) on August 25 at an average price of HK$0.6992 per share, with a total value of approximately HK$1.8249 million. Following this increase, Huo Dongling's latest shareholding stands at 702 million shares, raising his long position ratio from 22.31% to 22.40%. Other related parties involved in this transaction include Huo Dongling and Chen Jingna. Image source: HKEX equity disclosure (partial table of the event). What is equity disclosure? As required by the HKEX, major shareholders (holding 5%

Futu NewsAug 28 17:06

NVIDIA's earnings guidance surges, triggering a broad rebound in optical communications stocks.

Confirmation Letter on Capital Expenditure for AI Computing Power

Gelonghui FinanceAug 27 11:22

Comba Telecom (02342.HK) saw its ordinary shares increased by 1.512 million shares, valued at approximately HK$1.0554 million, by Huo Dongling and related parties.

Reported on August 26, according to documents disclosed by the Hong Kong Stock Exchange (HKEX) on the same day, Huo Dongling increased his holding of ordinary shares in Comba Telecom Systems Holdings Limited (02342.HK) by 1.512 million shares at an average price of HK$0.698 per share on August 24, with a total value of approximately HK$1.0554 million. Following this increase, Huo Dongling's latest shareholding stands at 699 million shares, raising his long position ratio from 22.26% to 22.31%. Other related parties involved in this transaction include Chen Jingna and Huo Dongling. Image source: HKEX equity disclosure (partial table of the event). What is equity disclosure? As required by the Hong Kong Stock Exchange, major shareholders (shareholding

Futu NewsAug 26 17:04

Comba Telecom Systems (02342.HK) saw an increase of 3.488 million ordinary shares held by Huo Dongling and related parties, valued at approximately HK$2.5497 million.

According to a report on August 26, documents disclosed by the Hong Kong Stock Exchange (HKEX) on the same day revealed that Huo Dongling increased his holding in Comba Telecom Systems Holdings Limited (02342.HK) by 3.488 million ordinary shares at an average price of HK$0.731 per share on August 21, for a total value of approximately HK$2.5497 million. Following this increase, Huo Dongling's latest shareholding stands at 698 million shares, with his long position ratio rising from 22.15% to 22.26%. Other related parties involved in this transaction include Chen Jingna and Huo Dongling. Image source: HKEX equity disclosure (partial table of the event). What is equity disclosure? As required by the Hong Kong Stock Exchange, major shareholders (shareholding...

Futu NewsAug 26 17:04

SK Hynix Unveils Major "New Technology": What Is the Impact on Optical Communications?

Volatility hits optical transceiver sector! During early trading today (August 24), the Co-Packaged Optics (CPO) index plummeted by more than 3% at one point, with constituent stocks broadly declining. Zhongji Innolight, Eoptolink, and Tfc Optical Communication each dropped by over 6% at one point. Xuguang Electronics, Ruijie Networks, and Witeo also saw significant declines. So, what exactly happened? Analysts suggest that the trigger for the sharp drop in CPO stocks may be linked to "SK Hynix announcing a bet on next-generation CPO." Additionally, NVIDIA has begun mass production, and its partner list has also drawn market attention. However, some brokerages believe that the core beneficiaries in the supply chain are optical transceivers, optical chips, and substrate materials, with Zhongji...

Securities TimesAug 24 12:40

COMBA To Go Ex-Dividend On September 3rd, 2026 With 0.0026 HKD Dividend Per Share

August 21st (Beijing Time) - $COMBA(02342.HK)$ is trading ex-dividend on September 3rd, 2026.Shareholders of record on September 4th, 2026 will receive 0.0026 HKD dividend per share on September 15th,

Futu NewsAug 21 17:05

Comba Telecom Systems (02342.HK) reported a 10.59% decline in first-half net profit to HK$55.24 million, with an interim dividend of HK$0.0026 per share.

Gelonghui, August 20 | Comba Telecom Systems (02342.HK) announced its interim results. In the first half of 2026, the Company's revenue amounted to HK$2.2 billion, representing a year-on-year increase of 0.02%. Profit attributable to shareholders for the period was HK$55.24 million, a year-on-year decrease of 10.59%. Basic earnings per share stood at HK$0.0176. The Board of Directors declared an interim dividend of HK$0.0026 per ordinary share. During the period, revenue from China's three major telecommunications operators and China Tower, as well as their respective subsidiaries, decreased by 14.3% year-on-year to HK$701 million, accounting for 31.9% of the Group's revenue for the period.

Gelonghui FinanceAug 20 17:40

Comba Telecom (02342) will distribute an interim dividend of HK$0.0026 per share on September 15.

Comba Telecom Systems (02342) announced that it will distribute an interim dividend of HK$0.0026 per share on September 15, 2026.

Zhitong FinanceAug 20 17:37