沃尔核材盘中涨超7% 英伟达大会平息 “铜退光进” 争议

Group 1 - The stock price of Walden Materials (09981) rose by over 7% in early trading, currently up 3.50% at HKD 20.72, with a trading volume of HKD 304 million [1][4] - At the GTC 2026 conference on March 16, NVIDIA's CEO Jensen Huang introduced the world's first mass-produced Co-Packaged Optics (CPO) switch, Spectrum X, addressing market concerns regarding the transition from copper to optical technology [1][4] - Huatai Securities previously indicated a positive outlook for Walden Materials' high-speed communication cable business, anticipating growth driven by domestic and international AI short-distance interconnect demand [1]