CPO概念股爆发，通信ETF（515880）一度大涨超6%，盘中价格创新高

Group 1 - Nvidia's supply chain performance forecast significantly exceeds expectations, with New Yisheng expecting a net profit of 3.7 billion to 4.2 billion yuan for the first half of the year, representing a year-on-year increase of 328%-385%, driving a collective surge in the CPO sector [1] - The Communication ETF (515880) deeply covers Nvidia's supply chain, with optical modules accounting for nearly 30% of the index, leading the market today [1] - According to Industrial Securities, since June, despite an overall recovery in the AI sector, there has been a clear internal differentiation, with upstream computing hardware, represented by PCB and optical modules, outperforming midstream software services and downstream applications [1] Group 2 - The North American computing chain, represented by "Yizhongtian," has significantly outperformed domestic computing chains such as SMIC and Cambrian, driven by performance as a core factor [1] - North American cloud vendors have reiterated their commitment to increasing AI capital expenditures, and the demand guidance for overseas optical modules is gradually becoming clearer for next year, enhancing the earnings certainty of optical modules and PCBs in the North American computing chain [1] - The Communication ETF (515880) tracks the communication equipment index, selecting listed companies involved in communication equipment manufacturing and technology services to reflect the overall performance of the communication equipment industry [1]