Changes in Hong Kong stocks | Optical Communications concept stocks fell to the top three AI giants calling for a slowdown in AI development, AI hardware may be under pressure in the short term

The Zhitong Finance App learned that optical communication concept stocks had the highest decline. As of press release, Cambridge Technology (06166) fell 5.89% to HK$113.4; Zhongji Xuchuang (03308) fell 5.30% to HK$1108; Huiju Technology (01729) fell 3.77% to HK$17.6; Changfei Optical Fiber Cable (06869) fell 3.11% to HK$177.8.

According to the news, the three major US AI giants Anthropic, OpenAI, and SpaceXAI have joined forces rarely to collectively call for a slowing down of the pace of AI development. Additionally, OpenAI CEO Sam Altman said OpenAI will not conduct an initial public offering in 2026. He said that in view of the many current developments surrounding artificial intelligence security issues, now is not an appropriate time to go public, and there is currently no pressure for the company to go public.

Zheshang Securities pointed out that the incident put pressure on AI hardware companies and big model companies in the short term. Good for AI applications in the medium to long term, AI terminal companies. The medium- to long-term AI computing power construction (especially domestic computing power) trend remains unchanged. Global token usage will continue to explode, and demand for inference computing power will increase rapidly.