Computing hardware stocks open lower; Dongshan Precision, Cambridge Technology hit limit-down

The breadth of the decline is the signal here: it is not one name breaking but the optical-module and hardware complex moving together, with several components down more than 10% and three pinned at limit-down. That pattern points to a sector-wide repricing of computing-hardware exposure rather than company-specific news, which makes the group's sensitivity to sentiment around AI infrastructure demand the thing to watch. How sustained this selling pressure proves to be, and whether the limit-down names reopen on the next session, is the open question.