千亿市值巨头，收获两连板

Core Viewpoint - The CPO sector has experienced significant growth, with leading company Changfei Fiber (601869) hitting a new historical high and achieving a two-day consecutive limit-up in stock price, reflecting strong market interest and performance in the optical module industry [1][4]. Company Performance - Changfei Fiber's stock opened at 198.37 CNY, reached a high of 211.48 CNY, and closed at 211.48 CNY, marking a 10% increase [2][5]. - The trading volume for Changfei Fiber exceeded 20 billion CNY, with a total market capitalization of 175.1 billion CNY [1][4]. - Other companies in the CPO sector also saw significant gains, with Jiepte rising nearly 10%, Hengtong Optic-Electric increasing by nearly 7%, and Zhongfu Circuit and Tiantong shares rising over 4% [1][4][6]. Industry Trends - The recent surge in the optical module market is driven by technological upgrades and increasing demand, particularly in AI data centers [4][7]. - Tower Semiconductor's collaboration with NVIDIA to develop advanced silicon photonics technology for AI data centers is a key development, indicating a new growth phase in data center interconnectivity [4][7]. - The Ministry of Industry and Information Technology's announcement on February 6 regarding the construction of national computing power interconnection nodes is expected to further enhance the infrastructure supporting the optical module market [6][7].