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CPO concept surges with sharp volatility and rebounds; Changguang Huaxin up 10%

2026-07-14 03:41:07

Mars Finance News, July 14: The CPO concept rebounded after fluctuating. Changguang Huaxin rose 10%, while Dongshan Precision, Xin Yi Sheng, Yuanjie Technology, FiberHome Optoelectronics, Cambridge Technology, and InnoLight followed suit. On the news front, Orient Securities said that the global optical communications industry is undergoing a structural shift from being driven by traditional telecommunications to being driven by AI computing power. The optical module iteration cycle has been compressed from 4 years to 2–3 years, and demand for high-speed 800G/1.6T products has surged. According to LightCounting’s prediction, the global Ethernet optical module market will reach $26.0 billion in 2026. (Ke Gu Bao report)

CIG7.49%

ORIENT SEC1.67%

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