Core Viewpoint - The A-share market showed signs of recovery on January 27, with all three major indices turning positive, and the ChiNext index rising over 1% [1] Group 1: Market Performance - The CPO concept stocks performed actively, with several companies such as Zhongci Electronics, Kechuan Technology, Shijia Technology, Huilv Ecology, and Huatian Technology hitting the daily limit [1] - Yuanjie Technology surged over 10%, reaching a historical high, while Tianfu Communication increased by over 7% [1] Group 2: Industry Insights - According to a report by market research firm CignalAI, the revenue of the data communication optical module market is expected to exceed $18 billion by 2025, driven by AI-driven data center and transmission network construction [1] - The revenue for coherent optical modules is projected to reach nearly $6 billion [1]
AI算力利好催化，CPO概念持续回暖，“易中天”集体反弹
2 1 Shi Ji Jing Ji Bao Dao·2026-01-27 08:30