光模块概念股逆市走强，新易盛股价创历史新高！

Core Viewpoint - The A-share market experienced a significant decline on August 27, with both the Shanghai Composite Index and the Shenzhen Component Index dropping over 1%. However, the optical module (CPO) sector showed resilience, with several stocks achieving notable gains, indicating a potential investment opportunity in this niche market [2]. Group 1: Market Performance - The A-share market saw a sharp drop in the afternoon session, with the Shanghai Composite Index and Shenzhen Component Index both falling by more than 1% [2]. - Despite the overall market decline, the optical module sector performed well, with stocks like Dongtian Micro achieving a 20% limit-up, and others like Shijia Photon and Changxin Bochuang rising over 10% [2]. Group 2: Technological Insights - According to a report from Tianfeng Securities, mixed precision technologies (such as FP8+FP16) are reducing energy consumption by lowering transmission frequency, while simultaneously increasing the amount of data transmitted per instance, leading to an overall rise in total transmission volume [2]. - This technological advancement is driving the demand for higher bandwidth and more stable transmission capabilities in optical modules, which in turn is boosting the need for supporting facilities such as liquid cooling systems and high-speed optical modules [2].