On July 14, Cambridge Technology (06166.HK) rose 6.03% in regular trading, trading at 109.9 HKD/share, with turnover of 340 million HKD. The stock rebounded sharply after declining over 5% in the previous session amid a broad sector correction.

On the news front, Meta announced plans to expand its Hyperion data center project in Louisiana to 5GW capacity, with total investment exceeding $50 billion — an increase of over $40 billion from the original budget. This follows Meta's recent announcement of a 130 billion CAD data center in Alberta, Canada. These substantial capital expenditure commitments are expected to sustain demand for high-speed optical modules and optical communications infrastructure.

Fundamentally, Cambridge Technology reported Q1 revenue of 1.287 billion yuan, up 43.98% year-over-year, with net profit surging 276.44%. The high-speed optical module business growth thesis remains intact, with valuation recovery momentum building after the deep oversold correction across the sector.

(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.)