The Zhitong Finance App learned that Goldman Sachs released a research report stating that it maintains a “neutral” rating for ASMPT (00522.HK), with a target price of HK$177; the rating for Zhongji Innochuang (03308.HK) is a “buy” rating, and the target price is HK$3,267. Earlier, Goldman Sachs visited a number of optical companies in Hong Kong, Taiwan and Suzhou, covering optical modules, photonic integrated circuit testing and coupling equipment, fiber array units (FAU) for NPO/CPO, and InP epitaxial wafer/CW lasers, including Zhongji Xuchuang, Dongshan Precision (002384.SZ), Huagong Technology (000988.SZ), Cambridge Technology (06166.HK), Xizhi Technology (01879.HK), ASMPT, etc. The surveyed companies maintained a positive view on optical module demand and are expected to benefit from AI server rack capacity, expansion of optical module application scale, and specification upgrades.

The Zhitong Finance App learned that Goldman Sachs released a research report stating that it maintains a “neutral” rating for ASMPT (00522.HK), with a target price of HK$177; the rating for Zhongji Innochuang (03308.HK) is a “buy” rating, and the target price is HK$3,267. Earlier, Goldman Sachs visited a number of optical companies in Hong Kong, Taiwan and Suzhou, covering optical modules, photonic integrated circuit testing and coupling equipment, fiber array units (FAU) for NPO/CPO, and InP epitaxial wafer/CW lasers, including Zhongji Xuchuang, Dongshan Precision (002384.SZ), Huagong Technology (000988.SZ), Cambridge Technology (06166.HK), Xizhi Technology (01879.HK), ASMPT, etc. The surveyed companies maintained a positive view on optical module demand and are expected to benefit from AI server rack capacity, expansion of optical module application scale, and specification upgrades.