Core Viewpoint - Walden Materials (002130)(09981) saw a significant increase of over 7%, currently up 7.79% at HKD 21.58, with a trading volume of HKD 209 million [1] Group 1: Company Performance - Walden Materials' stock price rose by 7.79% to HKD 21.58, indicating strong market interest [1] - The trading volume reached HKD 209 million, reflecting active investor engagement [1] Group 2: Industry Insights - At the GTC 2026 conference, NVIDIA's 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 technology [1] - Huang emphasized the need for increased production capacity for copper cables, optical chips, and CPOs, indicating a growing demand in the industry [1] - Huatai Securities previously highlighted the potential for Walden Materials' high-speed communication cable business to benefit from the rising domestic and international demand for AI short-distance interconnects [1]