On June 18, Lens Technology rose 3.18% in regular trading, trading at HK$29.02/share, with turnover of HK$222 million, extending its recent strong rebound pattern.

On the news front, multiple positive catalysts continue to resonate. On June 12, the company announced that its wholly-owned subsidiary Lens Optoelectronics completed the acquisition of a controlling stake in Tongsheng Optoelectronics, a leading hollow-core fiber manufacturer, officially entering the AI computing optical transmission segment and building an integrated value chain spanning precision structural manufacturing and high-end optoelectronic components. The optical communication concept sector has remained active in recent sessions.

Additionally, following SpaceX's landmark Nasdaq listing at a US$1.75 trillion valuation — raising US$75 billion and surpassing US$2 trillion in market cap on its first day — Lens Technology, as a tier-one core supplier, continues to benefit from elevated market expectations for Starlink ground terminal structural component orders. Multiple brokerages including Cinda Securities, BOC International, and Huaxin Securities have maintained Buy ratings on the stock, citing the company's strategic positioning in AI terminals, embodied intelligence, and commercial aerospace.

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