Hello everyone, I am Right Pocket.
The report shared today is a Research Reports published by Citi Research on March 12, 2025, about China's communications infrastructure.
The theme is 'Co-Packaged Optics (CPO) is coming, but popularization needs time; recommended to buy T&S Communications and Suzhou TFC Optical Communication as winners in network expansion.'
The report analyzed the development trends of CPO technology, market forecasts, beneficiaries of key components, and the investment prospects of related companies.
Core Themes:
This report delves into the future development and potential impact of Co-Packaged Optics (CPO) technology in China's Communications infrastructure sector.
The core point of the report is that although manufacturers like NVIDIA may soon launch CPO Switches, widespread adoption will still take time, with a projected penetration rate of about 25-30% expected to be reached in 2028-29. During this period (2026-27), traditional optical module suppliers and CPO-related enterprises may achieve parallel growth.
Optical Interconnect (OIO) has a broad long-term prospect in the xPU interconnection area and is considered a lucrative market in the optical field.
Report...

This post is for TRADERS, not investors.
The current price is still not suitable for buying. For traders, you should have sold when the price was below the 50MA or near 90k. The best strategy now is: 1) if you have no position, do not buy yet, wait for the price to stabilize first. 2) if you have bought but have no strategy and are just following others, it is better to sell and learn to trade or invest properly. 3) if you bought with a strategy but did not sell, you need to revise your strategy.