AI算力股调整，5G通信ETF（515050）跌超1%，沪电股份跌超3%

Group 1 - The AI industry chain is accelerating its commercialization, with key drivers being the optimization of computing infrastructure and model costs [1][2] - AI computing demand remains strong, as evidenced by Oracle's FY25Q4 financial results, which showed a 52% year-over-year growth in cloud infrastructure revenue and a 41% increase in RPO to $138 billion [1] - Oracle's capital expenditure for FY25Q4 reached $9.1 billion, primarily for data center construction, indicating significant investment in AI infrastructure [1] Group 2 - OpenAI's launch of o3-Pro has significantly improved performance while reducing costs by over 80%, with input and output pricing set at $20 and $80 per million tokens, respectively [2] - Adobe's AI platform Firefly has seen a 30% increase in traffic, with paid subscriptions nearly doubling and ARR growing fourfold year-over-year [2] - The valuation of the computing sector is at historical lows, with the CSI 5G Communication Theme Index PE ratio at 26.97, indicating a 19.05% undervaluation compared to historical data [2]