On July 9, Cambridge Technology (06166.HK) rose 5.16% in regular trading, trading at HK$103.6/share, with turnover of HK$175 million, ending its consecutive multi-day deep correction.

The rebound was driven by a sector-wide technical recovery following severe overselling in the optical communication space. Peer stocks rallied in tandem, with YOFC gaining 3.49% and ZTE rising 3.19% on the same day, reflecting clear characteristics of an oversold repair. The stock had previously fallen sharply due to multiple headwinds including SemiAnalysis reporting that Nvidia's Kyber NVL144 rack architecture was delayed over 12 months to 2028 due to PCB midboard manufacturing bottlenecks, CPO commercialization being pushed back, and dilution from the company's June 4 placement of 15.6 million new H-shares.

On the fundamental side, the company's Q1 revenue reached RMB 1.287 billion, up 43.98% year-over-year, with net profit attributable to shareholders surging 276.44% YoY. The high-speed optical module business growth thesis remains intact, with 800G in volume production and 1.6T in small-batch sampling.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)