CPO Concept Stocks Rally; Gongjin Electronics Hits Limit-Up, JPT Up Over 15%

The breadth of the move — gainers spanning module makers, optical components and laser suppliers — suggests this is a sector-wide repricing around CPO expectations rather than a single-name story. That matters because CPO sits at the intersection of optical interconnect and AI data-center demand, so the rally reads as a positioning signal on that theme. The open question is whether the strength holds beyond limit-up names or fades as a one-session theme rotation.