Wooriro +12.55% Leads Optical CPO Theme, Average +6.97%, Why the Strength?
픽스톡AI Summary
The optical CPO theme showed strong relative strength, averaging +6.97% as of market close on 2026-10-02.
The clear leader was Wooriro (046970), which closed up +12.55% on the day.
Some names like Opticis (109080) were weaker, so it is important to assess how broadly the theme has spread.
The data were filtered for KOSPI reference day and price outlier guards, and trade volume persistence and follower stock spread should be checked on the next trading day.
How to read why the optical CPO theme was strong today
This theme groups companies exposed to AI data center optical transceivers, silicon photonics, and CPO, so linkages to network bandwidth investment matter.
Today the theme averaged +6.97%.
Distinguishing single-stock moves from theme-wide diffusion requires looking at leader and follower returns together.
Stock moves
| Stock | Market | Change | Checkpoint |
|---|---|---|---|
| Wooriro (046970) | KOSDAQ | +12.55% | The company manufactures optical receivers such as optical splitters for optical communications, supplying components for signal distribution and transmission in optical networks, thus included in the optical communications theme. |
| Oisolution (138080) | KOSDAQ | +9.26% | The company focuses on developing and manufacturing optical transceivers for networks and data centers, handling core components of optical communication equipment and directly related to CPO/optical interconnect themes... |
| Kowiver (056360) | KOSDAQ | +6.43% | A telecommunications equipment maker of optical transmission gear such as DWDM and MSPP, directly involved in building optical transmission networks and benefiting from capacity expansion and infrastructure investment... |
| Woorinet (115440) | KOSDAQ | +4.74% | A network equipment supplier for optical transmission networks and communication solutions, linked to wired and wireless backbone networks and optical transmission infrastructure. |
| DaeHan Optical Communication (010170) | KOSDAQ | +4.71% | Produces optical fiber, optical cable, and materials for optical communications, supplying key components for optical infrastructure and directly tied to demand from data center and network upgrades... |
| Opticis (109080) | KOSDAQ | +4.15% | Manufactures optical links and transmission products using optical signal transmission technologies, related to the optical communications theme amid high-speed data transmission demand. |
Next trading day checklist
Check whether today's gains were accompanied by higher trade volume.
Separate names that held gains into the close from those with long upper shadows.
Confirm whether flows in related US ETFs and peer companies continue.
Within the theme, identify under-rotated names, distinguishing simple low-price rotation from structural momentum.
Read more
- View optical CPO related and leading stocks
- Market close briefing: PickStock Insight
- Expand the theme yourself: Mindmap
Published: 2026-10-02 16:40 KST. Data sources: PickStock Theme DB, Yahoo Finance price cache. Generated after filtering price outliers and reference day criteria, for information purposes only and not investment advice.
관련 테마의 대표 기업을 확인하고, 내 관심 종목은 뉴스·시그널·시장 맥락으로 이어서 볼 수 있습니다.
종목명을 입력하면 재무, 뉴스, 시장 데이터를 정보 제공용 점검 리포트로 정리합니다.
관심 테마로 저장하면 마이페이지에서 다시 볼 수 있고, 강한 움직임이 생길 때 주간 테마 시그널과 연결해 확인할 수 있습니다.
Keep reading
