Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2026-01-27 03:09Group 1 - The CPO concept stocks are experiencing a rebound, with the ChiNext Index turning positive, and the ChiNext 50 ETF rising by 0.92%. Key stocks such as Tianfu Communication and Xiechuang Data saw increases of over 10% [1] - The average price of G.652.D optical fiber has risen for two consecutive quarters, indicating a clear price recovery trend. There is significant price increase and supply tightness for G.652.D ordinary optical fibers, with some major manufacturers unable to meet their own orders and turning to external procurement [1] - The demand for AI computing power is driving upgrades in the optical communication industry, with continued capital expansion from overseas cloud vendors and TSMC, confirming strong demand for AI infrastructure and leading to robust demand for high-speed optical modules. Although there are short-term supply gaps for high-speed optical chips, upstream manufacturers are actively expanding production, and the penetration rate of silicon photonics is expected to alleviate supply chain bottlenecks [1] Group 2 - The ChiNext 50 Index focuses on sectors such as information technology, new energy, financial technology, and pharmaceuticals, with constituent stocks primarily consisting of leading technology companies in fields like optical modules, chips, new energy batteries, and innovative drugs. These industries align with national policy directions and global technological development trends, showcasing high growth potential and innovation, which are core competitive advantages of the ChiNext 50 Index [2]