Ge Long Hui A P P·2025-12-08 02:39Group 1 - The CPO sector in the A-share market has experienced a significant surge, with multiple companies seeing substantial gains, including Tianfu Communication rising over 16% and several others exceeding 10% [1] - Notably, Tianfu Communication, Shijia Photon, Yongding Co., Zhongji Xuchuang, and Sruy New Materials have reached historical highs [1] - Driven by the demand for AI computing power, the global optical module industry is accelerating its upgrade to 800G/1.6T, with optical isolators becoming a critical component due to a global supply shortage of Faraday rotators [1] Group 2 - Guosheng Securities highlights that the continuous implementation of AI applications will further accelerate the construction of computing infrastructure, creating investment opportunities in the related industry chain [1] - The AIDC industry chain, including optical modules, PCBs, main equipment manufacturers, and copper cables, is expected to see rapid demand release, leading to a dual boost in performance and valuation [1] - Longcheng Securities recommends ongoing attention to these sectors as they serve as the fundamental support for computing power [1]