Chinese CPO Stocks Extend Rally; Zhongji Innolight, Eoptolink Each Up Over 10%

The scale of the move — double-digit gains in a single session for two named CPO names — points to momentum concentrated in the optical interconnect supply chain rather than broad A-share strength, which matters because it suggests positioning is crowding around one AI-infrastructure theme. The read-across lands on mainland-listed component makers tied to data-center optics, not on the wider market. Whether the rally broadens beyond these names or narrows as gains extend is the open question worth watching.