It’s not difficult to see why CIG Shanghai Co. Ltd. (6166.HK; 603083.SH) is suddenly going all out on its business making optical transceivers for use in cloud computing and AI data centers. That part of its business has posted explosive growth over the last two years, and this year passed its older wireless and broadband products to account for more than half of its revenue.
不难理解，为何上海剑桥科技股份有限公司（6166.HK；603083.SH）突然全力发展用于云计算及AI数据中心的光模块业务。这项业务过去两年呈爆发式增长，今年更超越原有的无线及宽带产品，占公司收入逾半。
Still, you have to wonder if the company might be betting too heavily on this sudden golden goose. The company announced its first big new bet on the optical transceivers business last month by raising about HK$6.54 billion ($834 million) through a concurrent new share placement and convertible bond issue. And last Friday, it announced it will redirect another HK$1.77 billion it raised in its Hong Kong IPO last year to its optical transceiver business from earlier plans to spend the money on its wireless and broadband businesses.
不过，公司会否在这只突然冒起的“金鸡”身上押注过重，仍值得思考。上个月，公司通过同步配售新股及发行可转换债券，募资约65.4亿港元，率先加码光模块业务。上周五，公司再宣布，将去年香港首次公开募股所得、原定投入无线及宽带业务的另外17.7亿港元，转投光模块业务。
https://www1.hkexnews.hk/listedco/listconews/sehk/2026/1030/2026103002345.pdf
与此同时，剑桥科技周五公布，第三季度收入增速加快至67%，收入达22.2亿元，增速为上半年33%的两倍。盈利表现更为强劲，第三季度增长213%至4.33亿元，亦快于上半年的171%。