On August 4, 2026, the CPO (Co-Packaged Optics) concept sector exhibited remarkable strength, with Acacink Technology soaring by more than 10%. Yuanjie Technology followed closely, posting a gain exceeding 9%, while Shijia Photonics, Dongshan Precision, Changguang Huaxin, Yoyolight Optoelectronics, Cambridge Technology, and other industry players also experienced notable upticks. In a significant development, Nvidia has commenced shipments of its new-generation Spectrum-X CPO switches to key partners. Meanwhile, Broadcom has initiated limited-scale shipments of its 51.2T Bailly CPO switches, signaling the official transition of CPO technology from experimental phases to full-scale mass production. Earlier, Nvidia's Senior Vice President had underscored the commencement of CPO mass production and highlighted that the most substantial growth opportunity within the future optical communications market lies in vertical scaling (Scale-up). This approach, he emphasized, will necessitate bandwidth efficiency tenfold that of horizontal scaling (Scale-out). Buoyed by these positive announcements, multiple stocks within the CPO sector rallied strongly, fostering a ripple effect of growth across the entire industry landscape.