China A-share CPO sector surges; Zhongji Innolight up nearly 10%

The breadth of this rally across multiple CPO names suggests a sector-wide repricing rather than single-stock news. The fact that several companies hit limit-up indicates strong speculative momentum, which often reflects expectations of accelerating AI-driven optical demand. The key question is whether this move is backed by tangible order flow or just sentiment, as CPO remains a high-expectation theme. Watch whether the advance broadens into upstream suppliers or if profit-taking emerges in the leaders, which would signal the market's conviction level.