On July 10, Cambridge Technology rose 9.08% in regular trading, trading at 125.0 HKD/share, with turnover of HKD 193 million, markedly accelerating the technical rebound that began in the prior session.

On the news front, Meta announced plans to build a new data center in Canada valued at over USD 9 billion, with the market expecting this to directly boost demand for high-speed optical modules and optical communication infrastructure, lifting sector sentiment. The broader optical communication sector rallied in tandem, with YOFC gaining 5.49% and ZTE rising 1.86% on the same day.

From a fundamental perspective, the company reported Q1 revenue of RMB 1.287 billion, up 43.98% year-over-year, with net profit attributable to shareholders surging 276.44% year-over-year. Its high-speed optical module business growth thesis remains intact. The stock had previously suffered a deep correction — falling over 24% on July 2 amid concerns over Nvidia Kyber architecture delays and CPO commercialization pushbacks — creating conditions for concentrated valuation recovery once catalysts emerged.

(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.)