CPO concept explodes, Allrede hits the 20% daily limit up, Changguang Huaxin and others reach new highs

MetaMuskRat · 2026-03-25T19:14:33+00:00

CPO concept stocks surged strongly, with companies like Allred and Changhang Huaxin reaching new highs. Shenzhen released plans to promote optical module technology upgrades and advance the optical communication industry. The explosion in AI computing demand is driving the industry into a new cycle, with Nvidia expecting continued growth in the coming years, and CPO is expected to be among the first to land in the new architecture.

MetaMuskRat

2026-03-25 19:14:33

Abstract generation in progress

CPO concept experienced a strong surge during the 25th trading day. As of the latest report, Aled has hit the 20% daily limit-up; Changguang Huaxin rose over 18%, reaching a new all-time high; Zhilifang increased over 10%, and Yuanjie Technology rose over 8%, also setting new highs.

In terms of news, the Shenzhen Municipal Bureau of Industry and Information Technology recently issued the “Action Plan for Accelerating the High-Quality Development of the Artificial Intelligence Server Industry Chain in Shenzhen (2026–2028).” The plan proposes promoting optical modules from 800G to 1.6T and 3.2T generations, supporting mass production projects of 800G and above optical modules; focusing on developing high-speed, low-power silicon photonic modules, CPO/LPO/NPO packaged optical modules; advancing breakthroughs and large-scale applications of core technologies such as high-end thin-film lithium niobate and high-end indium phosphide; promoting the evolution and industrialization of all-optical switching technology, and enhancing the自主研发能力 of core materials, optical chips, and optical devices.

Industry-wise, amid the continuous explosion of AI computing power demand, the optical communication industry is entering a new cycle of prosperity. Bank of America Securities recently pointed out in a forward-looking report that AI infrastructure is driving optical network demand into a new “super cycle.” The core driver is not solely computing power expansion but the evolution of data center architecture from “Scale-Up” to “Scale-Across,” which significantly increases the demand for inter-data center optical connections.

CITIC Securities noted that NVIDIA stated at GTC 2026 that AI computing power demand will remain strong in 2027. The addition of LPU and midplane in the Rubin/Rubin Ultra architecture, along with increased specifications and usage, will further expand demand, benefiting AI PCB development. CPO is expected to be first implemented in NVIDIA’s Rubin Scale-Out architecture, with applications in Scale-Up expected to begin on the Feynman platform in 2028. The market remains confident that NVIDIA’s GTC 2026 will further strengthen confidence in the sustained growth of the AI industry and the realization of incremental logic.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.