On August 4, computing power hardware stocks such as CPO in the A-share market strengthened sharply. Many stocks such as Yongding Shares and Dongshan Precision rose and stopped, while Tianfu Communications, Zhongji Xuchuang, and Xinyisheng all rose more than 11%. The GEM index surged more than 5% in the afternoon, and communications ETFs, mainly CPO, surged more than 8%. According to reports from PanNews and Sina Finance, Nvidia's senior vice president Gilad Shainer announced that joint packaging optics are entering mass production, while pointing out that the biggest business opportunity in the future optical communication market is vertical expansion, and the required bandwidth efficiency will be ten times that of horizontal expansion. Meanwhile, Phoenix News quoted the “Nikkei Asia” report on August 4, Beijing time, as pointing out that against the backdrop of an unprecedented shortage of memory chips due to demand for AI infrastructure, major PC companies HP, Asus, and Acer have begun using a small number of Changxin memory chips. Driven by this news, Changxin Technology changed from decline to rise in the afternoon, with a sharp rise.

On August 4, computing power hardware stocks such as CPO in the A-share market strengthened sharply. Many stocks such as Yongding Shares and Dongshan Precision rose and stopped, while Tianfu Communications, Zhongji Xuchuang, and Xinyisheng all rose more than 11%. The GEM index surged more than 5% in the afternoon, and communications ETFs, mainly CPO, surged more than 8%. According to reports from PanNews and Sina Finance, Nvidia's senior vice president Gilad Shainer announced that joint packaging optics are entering mass production, while pointing out that the biggest business opportunity in the future optical communication market is vertical expansion, and the required bandwidth efficiency will be ten times that of horizontal expansion. Meanwhile, Phoenix News quoted the “Nikkei Asia” report on August 4, Beijing time, as pointing out that against the backdrop of an unprecedented shortage of memory chips due to demand for AI infrastructure, major PC companies HP, Asus, and Acer have begun using a small number of Changxin memory chips. Driven by this news, Changxin Technology changed from decline to rise in the afternoon, with a sharp rise.