Breaking news! U.S. stock optical communication concept stocks surge, A-shares financing funds flood into 10 stocks wildly

CryptocurrencySniper · 2026-02-10T00:21:18+00:00

Optical communication concept stocks are performing strongly in the U.S. stock market, with NVIDIA advancing co-packaged optical technology to meet AI computing demands. Policy support and growing demand will promote the development of the optical communication industry, which is expected to still face capacity shortages in 2026. Some companies have significantly improved their performance and advanced high-bandwidth product R&D.

CryptocurrencySniper

2026-02-10 00:21:18

Abstract generation in progress

Optical communication-related concepts continue to stay strong!

Last night in the US stock market, optical communication concept stocks continued their strong momentum, Credo Technology surged 10.78%, Corning rose 7.54%, Ciena Technology increased 6.78%, and Lumentum gained 4.56%.

Major News in Optical Communication

Recently, Nvidia Network Senior Vice President Gilad Shainer introduced at a webinar that the company is advancing the large-scale deployment of Co-Packaged Optical (CPO) technology to address the increasing power consumption and reliability challenges of AI supercomputers.

He pointed out that optical interconnect technology plays an important role in AI factories. CPO integrates optical engines into the same package as switch chips, significantly shortening electrical channel lengths and reducing signal conversion steps; CPO can also reduce the number of components and lasers, extend the “first outage time” of the system, and improve overall reliability. Nvidia has developed CPO-supported switches for Spectrum-X Ethernet platform and Quantum-X InfiniBand platform, and is working with ecosystem partners to promote packaging processes, fiber connection methods, and liquid cooling designs.

On the policy front, the Ministry of Industry and Information Technology issued the “Notice on the Construction of National Computing Power Interconnection Nodes,” which aims to build computing power interconnection nodes for national hub nodes, major strategic regions, and key industries, forming a national computing power interconnection node system.

China Galaxy Securities pointed out that currently, optical communication remains relatively undervalued, with demand continuing to grow. The tight capacity will still be the main bottleneck restricting the development of optical communication until 2026. Based on the fact that Chinese optical module manufacturers hold the largest global market share and continue to improve, during the “14th Five-Year Plan” period, there are ample opportunities for the industry chain to penetrate upstream. The transformation from “Made in China” to “Intelligent Manufacturing in China” is expected to be prominently reflected in the optical communication sector. Companies involved in related technologies are optimistic about the current layout.

10 Concept Stocks Receive Financing Boost

According to net financing inflows as of February 6, a total of 10 CPO concept stocks had net financing inflows of over 100 million yuan. Tianfu Communication and Zhongji Xuchuang had net financing inflows of 2.542 billion yuan and 2.21 billion yuan, respectively.

Tianfu Communication previously disclosed on an interactive platform that its 1.6T optical engine products have entered normal delivery stages. The company is actively coordinating supply chain resources to boost capacity. Tianfu Communication has continued to make progress in high-speed optical devices and is expected to further meet downstream optical module manufacturers’ demand for high-bandwidth products.

In terms of performance, XinYi Sheng benefits from continuous growth in computing power investments, with rapidly increasing demand for high-speed products. The company’s sales revenue and net profit have significantly increased compared to the same period last year. The company expects to achieve a net profit attributable to shareholders of 9.4 billion to 9.9 billion yuan in 2025, a year-on-year increase of 231.24% to 248.86%.

XinYi Sheng stated on the interactive platform that the company has gradually built a technical system covering various interconnection forms such as traditional pluggable optical modules, LPO, NPO, and CPO. The company has the capacity for large-scale production and delivery of 800G and above optical modules, successfully mass-produced and delivered the latest 1.6T optical module products, and is actively promoting the R&D and sample work of next-generation higher-speed optical modules such as 3.2T, 6.4T, and 12.8T.

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