China CPO Concept Stocks Rebound; Three Firms Hit Daily Limit Up

A broad-based move across several CPO names, with three hitting the daily limit, points more to a sector-wide rotation than to company-specific news. That matters because it suggests the trade is being driven by sentiment around the co-packaged optics theme rather than by fresh disclosures from any of the firms involved. The open question is whether the rebound holds without a catalyst, or whether it fades once the sympathy buying in the wider group runs out.