Movement Alert|CREALIGHTS Rises 5.17% in Regular Trading, Goldman Sachs Sharply Raises High-Speed Optical Module Demand Forecasts

Market Focus
Sep 17

On September 17, CREALIGHTS rose 5.17% in regular trading, trading at 152.6 HKD/share, with turnover of approximately HKD 212 million. The Hong Kong-listed optical communication sector continued to strengthen.

On the news front, Goldman Sachs recently completed visits to 15 Chinese optical communication companies and substantially raised its high-speed optical module demand forecasts. The investment bank revised its 800G-and-above optical module demand projections for 2027 and 2028 upward by 39% and 36%, to 144 million and 171 million units respectively. Goldman Sachs also expects 1.6T optical module pricing to hold above USD 700, while 800G product price declines are projected to remain in the single digits. Earlier, the bank had also raised its global optical module market size forecast by 33% to 115%.

CREALIGHTS has been on a strong uptrend since its inclusion in the Stock Connect program on September 7, unlocking southbound capital access. The company provides optical modules, active optical cables, and optoelectronic components for AI data centers, with products spanning 100G to 800G speeds and forward deployment in 1.6T, 3.2T, and CPO/NPO next-generation technologies.

(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.)

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