2 1 Shi Ji Jing Ji Bao Dao·2025-08-19 02:32Group 1 - The CPO concept continues to strengthen, with companies like New Yisheng and Zhongji Xuchuang reaching historical highs [1] - The cloud computing ETF (517390) saw a peak increase of over 1.6% during trading, with a premium trading rate of 0.01% [1] - The upcoming China Computing Power Conference will be held from August 22 to 24 in Datong, focusing on the theme "Building the Foundation of Computing Network, Guiding the Future" [1] Group 2 - The Computer ETF (159998) tracks the CSI Computer Theme Index, which includes companies involved in information technology services, application software, system software, and computer hardware [2] - Western Securities reports a positive outlook on the AI computing power cycle, emphasizing the resonance of demand in both training and inference, as well as the supply of GPU and ASIC chips [2] - Galaxy Securities highlights that the main driving factors in the telecommunications industry are based on the optimization of operators' capital expenditure structures and the rapid development of artificial intelligence [2]