Movement Alert|CREALIGHTS Rises 5.23% in Regular Trading, Goldman Sachs Significantly Raises High-Speed Optical Module Demand Forecast

Market Focus
1 hour ago

On September 16, CREALIGHTS rose 5.23% in regular trading, trading at 132.0 HKD/share, with turnover of approximately 20.30 million HKD.

On the news front, Goldman Sachs recently visited 15 Chinese optical communication companies and substantially upgraded its demand forecast for high-speed optical modules. Specifically, Goldman Sachs raised its 800G-and-above optical module demand projections for 2027 and 2028 by 39% and 36% respectively, to 144 million and 171 million units. The bank also projected that 1.6T optical module prices will remain above $700, while 800G product price declines will be limited to single digits. Goldman Sachs had previously lifted its global optical module market size forecast by 33% to 115%.

CREALIGHTS, a provider of optical interconnect products for AI data centers, has seen strong momentum since its inclusion in the Stock Connect program on September 7, with shares having gained over 50% cumulatively since that date. At its interim results briefing in early September, management noted that the high-speed optical module industry is constrained by capacity rather than demand, with order visibility extending through the entirety of 2027. The company plans to begin shipping 1.6T optical modules in the second half of the year.

(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.)

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