Express News | Southbound funds recorded net purchases exceeding HK$6.1 billion today, with Yangtze Optical Fibre and Cable among the top buys.
Southbound funds recorded net purchases of HK$6.128 billion today. Yangtze Optical Fibre and Cable and Alibaba-W saw net inflows of approximately HK$654 million and HK$627 million, respectively; SMIC experienced net outflows of HK$662 million.
Express News | Southbound funds recorded a substantial net inflow of RMB 6.128 billion today. Under the Shanghai-Hong Kong Stock Connect, Yangtze Optical Fibre and Cable and Xiaomi Group-W saw net inflows of HKD 581 million and HKD 400 million, respectively; Zhipu recorded the highest net outflow at HKD 755 million. Under the Shenzhen-Hong Kong Stock Connect, Alibaba-W and Zhipu saw net inflows of HKD 627 million and HKD 384 million, respectively; SMIC recorded the highest net outflow at HKD 289 million.
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.
CIOE 2026 China International Optoelectronic Exposition is set to launch, with leading Hong Kong-listed optical communication companies such as Yangtze Optical Fibre and Haiguangxinzheng unveiling new products.
1. CIOE 2026 (China International Optoelectronic Exposition) is set to launch; what are the key trends in industrial evolution to watch? 2. Several leading Hong Kong-listed companies in the optical communications sector will make appearances; which new technological products deserve attention?
Zhitong AH Statistics | September 8
AH Statistics | September 8Zhitong Finance APP learned that, as of the close on September 8, Northeast Electric Power (00042), Zhejiang Shibao (01057), and Hongye Futures (03678) ranked first, second,
HK Stocks Midday Review | All three major indices fell, with the tech index dropping over 1%, Zhipu AI falling nearly 10%, and Xiaomi declining more than 2%; non-ferrous metal stocks rose, with Jiangxi Copper shares gaining over 5%; the Southern Two-Times
Internet and technology stocks underperformed, with Xiaomi Group-W down 2.40% and Meituan-W up 1.94%; gold miners rose, with Zijin Gold International up 3.69% and Zijin Mining up 3.67%; oil stocks performed strongly, with Sinopec up 3.81% and Kunlun Energy up 3.63%;