B · Normal
[CPO concept rebounded in shock, JPT rose more than 15%] On October 28, the CPO concept rebounded in early trading, JPT rose more than 15%, Shijia Photonics, Hengdongguang, Taichenguang, Tianfu Communications, Lianxun Instruments, Zhongji InnoLight, and Xinyi Sheng all rose more than 5%. In terms of news, Goldman Sachs’ recent report has significantly raised its forecast for the global optical module market. It is expected that the market size will reach US$67.7 billion, US$131.4 billion, and US$148.5 billion respectively from 2026 to 2028, which is an increase of 33%, 81%, and 115% from the previous forecast; shipments during the same period are expected to be 548 million, 691 million, and 729 million units respectively.
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