On July 7, Cambridge Technology fell 5.06% in regular trading, trading at HKD 99.4 per share, with turnover of HKD 435 million, extending its recent deep correction trend.

On the news front, research firm SemiAnalysis previously disclosed that NVIDIA's Kyber NVL144 rack architecture has been delayed by over 12 months to 2028 due to PCB midboard manufacturing bottlenecks, while the NVL576 also faces postponement risks related to CPO challenges. Although NVIDIA subsequently responded that its product roadmap remains unchanged, the market continues to digest the negative impact on the optical communications supply chain demand trajectory. CPO scaled mass production may be pushed back to 2028 or even 2029, triggering a repricing of growth expectations across the sector.

Sector-wide selling pressure remains elevated, with peer YOFC declining 9.1% and Trigiant Group falling 4.47% on the same day. The company also completed a 15.6 million new H-share placement on June 4, expanding total shares from 352.65 million to 368.25 million, with the dilution effect continuing to weigh on share price.

(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.)