CPO, PCB Concepts Weaken; Cambridge Technology Hits Daily Limit Down During Trading; Institutions Say Industry Outlook Remains Broad

NightAirdropper · 2026-03-23T11:58:40+00:00

On March 23rd, CPO and PCB concept stocks continued to weaken, with multiple stocks hitting daily limits. Looking ahead, CITIC Securities predicts that demand for 800G optical modules will experience rapid growth, while R&D for 1.6T and 3.2T optical modules is also progressing. As computing performance improves, data transmission requirements will increase significantly.

NightAirdropper

2026-03-23 11:58:40

Abstract generation in progress

On March 23, the CPO and PCB concept stocks continued to weaken in the late trading session, with stocks such as Hui Lv Ecology (001267.SZ), Cambridge Technology (603083.SH), Guanghe Technology (001389.SZ), Shijia Technology (002796.SZ), and Ultrasound Electronics (000823.SZ) hitting the daily limit down during trading.

Looking ahead, the penetration and growth prospects of CPO technology are broad. CITIC Construction Investment believes that by 2026, the demand for 800G optical modules is expected to maintain rapid growth, and the shipment scale of 1.6T will also continue to increase. The development of 3.2T optical modules has officially begun. As GPUs and ASICs rapidly upgrade and iterate, computing power performance continues to improve, while the demand for data transmission also increases significantly.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.