On September 17, XIZHI TECH-P rose 5.29% in regular trading, trading at HK$278.2/share, with turnover of HK$11.39 million.

On the news front, the global optical communication sector has continued to recover in recent sessions. Overseas peers including Credo Technology and MaxLinear rebounded over 5% for two consecutive days. Market participants broadly view the prior sell-off — triggered by concerns over a slowdown in AI large-model R&D — as expectation-level noise, with AI computing power demand and medium-to-long-term optical module shipment plans remaining substantially unchanged. Meanwhile, Goldman Sachs recently raised its 800G-and-above optical module demand forecasts for 2027/2028 by 39% and 36%, respectively, to 144 million and 171 million units, after visiting 15 Chinese optical communication firms.

Additionally, a newly released domestic electronic information industry policy explicitly targets full-chain breakthroughs in integrated circuits, broadly lifting Hong Kong-listed optical communication and semiconductor names. Within the Semiconductors sector, SMIC was down 0.31%, HUA HONG GRACE down 0.54%, MONTAGE TECH up 1.11%, GIGADEVICE up 1.07%, and BIREN TECH up 1.46%.

(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.)