Ge Long Hui A P P·2025-12-09 02:27Group 1 - The CPO sector in the A-share market has experienced a significant surge, with stocks like Dekoli and Yueling shares hitting their daily limit up, indicating strong investor interest and market momentum [1] - The global optical module industry is accelerating its upgrade to 800G/1.6T driven by AI computing power demand, highlighting a shift in technological requirements [1] - Optical isolators, crucial components in optical modules, are facing supply shortages due to a global scarcity of Faraday rotators, which are monopolized by a few manufacturers in the US and Japan, creating a bottleneck in production capacity [1] Group 2 - Longcheng Securities emphasizes that the continuous implementation of AI applications will drive the rapid development of computing infrastructure, particularly in the AIDC supply chain, which includes optical modules, PCBs, and copper cables [2] - The demand for these components is expected to release quickly, leading to a dual boost in performance and valuation across the industry chain [2] Group 3 - Notable stock performances include Dekoli with a 20% increase, Yueling shares up by 9.98%, and Taicheng Light rising by 8.46%, reflecting strong year-to-date gains of 136.95%, 63.28%, and 80.23% respectively [3] - Other companies like Ruijie Network and Zhongji Xuchuang also showed significant increases, with year-to-date gains of 71.08% and 387.06% respectively, indicating robust market performance in the sector [3]