CPO en todos los sectores recibe la resonancia de la prosperidad, Changfei Fiber cierra en la parte superior con una subida lineal

On March 24, toward the close the CPO concept saw a volatile rebound; Yangtze Optical Fibre and Cable（601869.SH） surged straight up to a limit-up board. Cambridge Technology（603083.SH）, New 易盛（300502.SZ）, Mellanox?（300308.SZ） and several other stocks followed suit.

In terms of news, at the 2026 Optical Fiber Communications Conference and Exhibition held last week, all optical communications manufacturers emphasized their expansion plans for optical module core components and materials. Lumentum said that by the end of 2026, EML’s capacity will increase by more than 50% compared with 2025.

With the widespread adoption of AI applications and OpenClaw going viral, the compute service market has entered a price-hike cycle. Cloud service providers such as Alibaba Cloud and Baidu Intelligent Cloud have announced price increases one after another, raising the prices of AI compute capacity and related services. Since this year, major overseas cloud providers such as Amazon and Google have also raised the prices of their core products.

Domestic compute hardware has also seen breakthroughs. A research report from China Merchants Securities shows that domestic chip makers represented by Huawei Ascend, Cambricon, Hygon Information, Kunlunxin, etc. are accelerating their catch-up with Nvidia in single-card performance. Huawei’s flagship can now benchmark against H100, and it is competing with Nvidia through innovation in super-node architectures and rack-level solution offerings.

A research note from Huachuang Securities says that compute service companies will benefit first as AI inference demand is released strongly. The business climate and development expectations in areas such as AI data centers, optical module optical components, and optical chips have improved markedly.

A research report from China Galaxy Securities points out that OpenClaw going viral is driving value in the AI industry to shift toward “task-completion capability.” Its high consumption characteristics lead to a surge in Token usage; in the first week of March, the platform’s processed volume reached 14.8 trillion Tokens, and the output share of Agent workflows exceeded half. This brings about structural changes in compute infrastructure. In the short term, it is favorable for AIDC data center rooms and compute leasing; in the medium term, it drives upgrades in areas such as optical modules and liquid cooling. The market has already shown signals of price hikes and imbalances between supply and demand, and the entire communications sector is seeing a synchronized uptick in fundamentals.