AI算力股爆发，通信、5G相关ETF大涨

Group 1 - The AI industry chain continues to attract investment, with a focus on computing power [1][6] - The communication and military industry ETFs have seen significant gains, driven by geopolitical tensions and AI-related stocks [2][3] - The CPO concept index has led the market with a 4.91% increase, while several communication and 5G-related ETFs have also surged [3][4] Group 2 - The military sector's rise is linked to heightened geopolitical tensions, while the drop in gold prices is attributed to market corrections [2][5] - The domestic demand for computing power is expected to increase due to geopolitical conflicts and trade tariffs, benefiting the local market [6][9] - The semiconductor sector, particularly in light modules, is gaining attention as the market remains focused on AI developments [7][8]