EOPTOLINK(SZ:300502) Ge Long Hui·2025-12-05 07:45Group 1 - The CPO optical module sector in A-shares experienced a strong surge, with several companies hitting the daily limit up, including Zhishang Technology and Changguang Huaxin, both rising by 20% [1][2] - The sector has seen a cumulative increase of over 104% since April 9 [2] Group 2 - The demand for 1.6T optical modules is accelerating, marking a clear direction for industry evolution [4][6] - Companies like New Yisheng have confirmed mass shipments of their 1.6T optical modules, with expectations for continued growth in shipments through the next year [6] - Cambridge Technology has also reported that its 1.6T products are performing at industry-leading levels and is preparing for large-scale shipments in early 2026 [6] Group 3 - Major tech companies are significantly increasing their capital expenditures, indicating strong investment in AI and computing infrastructure [7] - Microsoft, Amazon, Meta, and Google are all planning substantial increases in their capital spending, with Amazon's projected spending for 2025 at approximately $125 billion [7] - Domestic internet giants like Alibaba and Tencent are also showing strong intentions to invest in computing capabilities, with Alibaba planning to invest 380 billion yuan over the next three years [7] Group 4 - The optical module sector is viewed as one of the most certain beneficiaries in the ongoing global AI computing investment boom [8] - Leading manufacturers in the optical module industry are accelerating capacity expansion, with expectations for a significant release of production capacity in early 2026 [8] - Companies are expected to see revenue growth and margin expansion due to the ongoing investment cycle in AI infrastructure [9]