港股异动 | 沃尔核材(09981)涨超7% 英伟达大会平息 “铜退光进” 争议

Core Viewpoint - Walden Materials (09981) saw a stock increase of over 7%, reaching HKD 21.58 with a trading volume of HKD 209 million, following the announcement of advancements in optical interconnect technology by NVIDIA at the GTC 2026 conference [1] Group 1: Company Performance - Walden Materials' stock rose by 7.79% to HKD 21.58, with a trading volume of HKD 2.09 billion [1] Group 2: Industry Developments - At the NVIDIA GTC 2026 conference, CEO Jensen Huang introduced the world's first mass-produced Co-Packaged Optics (CPO) switch, Spectrum X, addressing the debate over the transition from copper to optical technologies [1] - Huang emphasized the need for increased production capacity for copper cables, optical chips, and CPOs, indicating a continued demand for copper alongside optical solutions [1] - Huatai Securities previously indicated a positive outlook for Walden Materials' high-speed communication cable business, driven by the growing demand for short-distance interconnects in AI both domestically and internationally [1]