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[Hong Kong optical communications stocks strengthened, Xizhi Technology rose more than 11%] On September 18, as of press time, Xizhi Technology-P (01879.HK) rose 11.08%, Junzhi Group (01300.HK) rose 8.48%, and Comba Communications (02342.HK) rose 4.29%. In terms of news, Goldman Sachs released a research report stating that it has a positive view on the demand prospects of the optical communications supply chain. After visiting a number of optical companies including Xizhi Technology, the interviewed companies maintained a positive view on the demand for optical modules and are expected to benefit from the increase in AI server racks, expansion of optical module application scale and specification upgrades.
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