A股CPO概念午后持续下挫，中际旭创跌近10%，天孚通信跌超11%，新易盛、太辰光、中瓷电子、长光华芯、东山精密均跌超6%。

TASNIM NEWS reported Pakistan's Chief of Army Staff Munir has arrived in Tehran and will meet Iranian officials.

Major customers have provided 2027 guidance and orders; demand for 1.6T and 800G is expected to remain rapidly higher than in 2026. New products — 2.4T, NPO and XPO — are being developed for scale-out and scale-up applications; company is sampling to large-customer specs with target mass production in H2 2027 and larger-scale shipments in 2028. Management is expanding capacity and preparing core inputs (optical chips, electronic chips and PCBs) to support a 2027 volume ramp.