【大佬持仓跟踪】PCB+CPO+华为，这家公司产品可用于100-800G光模块，具备800G交换机PCB产品批量生产

Core Viewpoint - The article emphasizes the investment value of significant events, industry chain companies, and key policy interpretations, particularly focusing on the role of a specific company in the PCB sector related to Huawei's products [1] Group 1: Company Insights - The company is a key supplier in the PCB field for Huawei, particularly for products used in 100-800G optical modules [1] - It has the capability for mass production of 800G switch PCB products and HDI manufacturing for AI servers [1] - The company is identified as the third-largest shareholder of Shenghong Technology [1]