CPO光模块概念午后活跃，“易中天”涨幅持续拉大，云计算50ETF（516630）涨超2%

Group 1 - The core viewpoint highlights that sectors such as telecommunications, building materials, electronics, and power equipment are leading the A-share market, with significant activity in photovoltaic-related concepts [1] - CoreWeave has become the first cloud service provider to deploy NVIDIA's GB300NVL72 system, indicating a strong demand for computing power driven by AI advancements [1] - Oracle has signed multiple large cloud agreements, with one expected to contribute over $30 billion annually starting from the 2028 fiscal year, showcasing the financial potential of cloud services [1] Group 2 - The cloud computing 50 ETF (516630) is tracking a cloud computing index that has a high AI computing power content, covering popular concepts such as optical modules, computing leasing, data centers, and AI servers [2] - NVIDIA's recent stock price surge is expected to benefit the domestic computing power industry chain, reflecting a positive outlook for companies involved in this sector [2]