WOER(SZ:002130) Mei Ri Jing Ji Xin Wen·2026-01-08 04:31Core Viewpoint - Nvidia's CEO Jensen Huang announced the launch of the Rubin rack at the CES event, which is expected to achieve mass production in the second half of the year, highlighting significant performance improvements over the GB300 rack [1] Group 1: Company Developments - Nvidia's Rubin rack features a substantial reduction in the number of copper cables, with 5,000 cables connecting at a new speed of 224G, indicating a comprehensive upgrade in connectivity [1] - The company is inquiring whether upstream customers have completed the validation and trial production of the copper cables used in the Rubin rack [1] Group 2: Industry Position - Wolong Materials (002130.SZ) confirmed its position as a major supplier of single-channel 224G high-speed communication lines, recognized by leading clients in the industry [1] - The company has completed the development of samples for single-channel 448G high-speed communication lines, which are currently being validated by key customers [1]