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Recently, CPO concept stocks have witnessed a rebound amidst fluctuations. Notably, Star-Net has soared to its daily trading limit, while Futian Technology has recorded gains exceeding 5%. Other stocks, including Ruijie Networks, Sijia Photonics, Shenkeda, Yakang, Mingpu Optomagnetics, and Jiulian Technology, have also followed suit with notable increases. According to data from LightCounting, a prominent market research institution in the optical communication industry, global shipments of CPO solution products are anticipated to commence with 800G and 1.6T speed ports, with commercialization expected to take place between 2024 and 2025. The market scale is projected to expand from 2026 to 2027, and the application share is forecast to reach 30% by 2027.
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