【大涨解读】光通信：CPO再获市场追捧，巨头重磅新品推动需求快速增长，光模块未来规模将超百亿美金

Group 1 - The optical communication sector, including companies like Tianfu Communication, has seen significant stock price increases, with Tianfu Communication rising over 10% [1] - Companies such as Ling Shi Technology and Xu Guang Electronics have also experienced notable gains, with Ling Shi Technology's stock price increasing by 9.97% and Xu Guang Electronics by 10.05% [2] - The overall market sentiment is positive, driven by advancements in optical communication technologies and increased demand for high-speed optical modules [2][3] Group 2 - Broadcom has initiated the delivery of its new Tomahawk 6 switching chip, which supports 100G/200G SerDes and co-packaged optical modules (CPO), indicating strong customer demand [3] - Nvidia's stock has surged over 24% in the past month, reflecting its position as a leading company in the AI sector, with significant advancements in its AI models [5] - The market for 800G Ethernet optical modules is projected to exceed that of 400G by 2025, with expectations that 800G and 1.6T optical modules will become mainstream products by 2029, potentially exceeding a market size of $16 billion [7]