Nvidia(US:NVDA) Zhi Tong Cai Jing·2026-01-14 04:06Group 1 - The optical communication sector is experiencing a collective rebound, with notable stock price increases for companies such as Huahong Semiconductor (up 5.69% to HKD 94.8), Jingxin Communication (up 5.44% to HKD 2.52), Hongteng Precision (up 5.66% to HKD 4.67), and Huiju Technology (up 2.11% to HKD 14.99) [1] - NVIDIA's announcement of the Rubin architecture at CES 2026 marks a significant milestone in its data center hardware roadmap, integrating CPU, GPU, DPU, NIC, NVLink interconnect, and Ethernet switching into a comprehensive solution aimed at significantly enhancing AI performance and efficiency [1] - The AI inference performance of a single GPU is expected to increase fivefold compared to the previous generation, while training performance is projected to improve by 3.5 times [1] Group 2 - Shanxi Securities has released a research report indicating that the Rubin Ultra is likely to become a crucial milestone for the large-scale industrialization of Scaleup CPO, with expectations for Trainium4 and TPUv8 in 2027/28 to also drive CPO/NPO advancements [1] - Key investment areas for CPO include high-density plug cores and extensive fiber optics resulting from shufflebox and multi-segment fiber wiring, advanced packaging of OE, and a large number of customized FAUs [1]