CPO概念持续回升 中际旭创涨超9%续创历史新高
Core Viewpoint - The CPO concept continues to rise in the afternoon, with Zhongji Xuchuang increasing over 9%, reaching a historical high, following Changfei Optical Fiber's eight consecutive days of gains [1] Industry Summary - According to Lightcounting's forecast, the global Ethernet optical module market is expected to grow rapidly, with a projected increase of 35% to $18.9 billion in 2026 [1] - The growth rate is anticipated to remain in double digits from 2027 to 2030, with the market expected to exceed $35 billion by 2030 [1] Company Summary - Companies such as Changguang Huaxin, Guangku Technology, Shijia Photon, and Changxin Bochuang have shown significant gains, contributing to the overall positive trend in the CPO sector [1]