Weekend Reading | In the Spotlight: A Comprehensive Guide to Optical Modules and the CPO Industry Chain

Stand in the light and believe in it—a phrase once used as a meme about A-shares has now been turned into industry consensus by Jensen Huang with real financial commitment.

Shenchao TechFlowJun 13 16:41

Hong Kong-listed robotics-related stocks performed strongly, as a multi-departmental special initiative was implemented and local governments intensified support; institutions noted that humanoid robots are facing an opportunity for sector-wide valuation

June 12 — Hong Kong-listed robotics-related stocks performed strongly. As of the time of writing, Wuyi Vision rose nearly 12%, Yifei Technology gained over 10%, Estun Automation climbed more than 6%, and Nobikan advanced over 4%.

Futu ComprehensiveJun 12 10:29

NPOs ride the tailwinds

Morgan Stanley estimates that the true explosive growth of CPO may begin in 2028, with 2026–2028 serving as a transitional period during which pluggable modules, NPO, and copper interconnects will coexist. NPO represents the 'middle ground' between CPO and traditional solutions.

Semiconductor Industry WatchJun 11 14:32

GF Securities: Bottlenecks are gradually shifting toward 'interconnects,' with CPO driving higher adoption of optical communications.

It is recommended to pay attention to companies focused on optical interconnects and polarization-maintaining fiber.

Zhitong FinanceJun 11 11:08

Clash between internet-famous investment firms and the 'white-haired stock guru': What stocks does the report that triggered a CPO sell-off actually favor?

SemiAnalysis believes that the growth rate of CPO is about to slow down, a view Serenity disputes.

BlockBeatsJun 10 18:32

Sunny Optical Technology Group Stock Slides 3.8% in Hong Kong

Dow JonesJun 10 16:30