又一CPO龙头“大爆发”，机构狂买

Core Insights - The AI computing power sector has seen significant stock price increases, particularly in the CPO (Co-Packaged Optics) industry, driven by recent technological advancements and favorable market conditions [1][4][17] - Major companies in the CPO space, such as Zhongji Xuchuang and Xinyi Sheng, have experienced substantial stock price surges, indicating strong market interest and investment [8][9] Market Performance - The CPO sector rose by 1.64% today and has increased by 91.25% year-to-date, with a net inflow of 2.552 billion [2] - Other sectors, such as the Fujian Free Trade Zone and PVDF concept, also showed positive performance, but the CPO sector remained the standout [2] Key Drivers - Recent announcements, including the release of OpenAI's GPT-5.2 and advancements in AI chip technology by companies like Amazon, have fueled investor enthusiasm in the CPO sector [4][5] - The U.S. government's decision to allow NVIDIA to sell AI chips to China, with a 25% revenue share, has further stimulated market interest in related stocks [5][7] Company Highlights - Dekeli, a notable player in the CPO industry, has seen its stock price soar, with significant net inflows indicating strong institutional interest [9][11] - The company has a comprehensive technology platform and is a core supplier for major clients like Google and NVIDIA, enhancing its market position [11][12] Future Outlook - The demand for high-speed optical transceivers is expected to surge, with projections indicating a 2.6-fold increase in shipments by 2026, creating opportunities for companies in the laser source segment [7][14] - The AI server and supporting hardware market is anticipated to expand significantly, driven by the increasing computational demands of new AI models [14][15] - Companies with robust technology and production capabilities in the laser source and AI server sectors are likely to benefit from the ongoing growth in the computing power industry [15][17]