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In the afternoon session, stocks related to the CPO (Co-Packaged Optics) concept continued to gain traction, with Zhongji Xuchuang surging more than 9% to establish a fresh record high. Earlier, Yangtze Optical Fiber and Cable had racked up five gains in eight trading days, while other firms such as Everbright Optoelectronics, Acclight, ShinewayTech, and Optochip also witnessed notable share price appreciation. According to Lightcounting's projections, the global Ethernet optical module market is anticipated to sustain its rapid growth trajectory, with an estimated year-on-year increase of 35% to reach $18.9 billion by 2026. Furthermore, the market is expected to maintain double-digit growth rates from 2027 to 2030, potentially surpassing $35 billion by 2030. This favorable market outlook offers robust underpinning for the resurgence of CPO concept stocks.
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