China A-share CPO concept stocks rebound in afternoon trade

The rebound's breadth — with several names up double digits and the larger optical-module names close behind — suggests the earlier weakness was treated as a buying opportunity rather than a change in the sector's story. Because CPO and optical-module names are tied to data-center buildout expectations, their swings tend to reflect sentiment about that demand chain more than company-specific news. Whether the afternoon bid holds into the next session, and whether it spreads beyond this cluster, is the open question.