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光模块CPO概念再度强势崛起,新易盛大涨超12%,云计算50ETF(516630)涨超3%

Group 1 - A-shares experienced a volatile upward trend on August 27, with the ChiNext Index rising over 2%, led by sectors such as CPO optical modules, liquid-cooled servers, and rare earth permanent magnets [1] - The cloud computing 50 ETF (516630) rose over 3%, with top-performing holdings including CloudWalk Technology, NewEase, Kehua Data, Zhongji Xuchuang, and DataPort, among which NewEase saw a peak increase of over 12% [1] - Major players in the computing power industry chain recently disclosed their semi-annual reports, with Cambricon achieving a revenue of 2.881 billion yuan, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, marking a turnaround [1] Group 2 - Zhongji Xuchuang reported a revenue of 14.789 billion yuan, a year-on-year increase of 36.95%, and a net profit of 3.995 billion yuan, up 69.40% year-on-year [1] - NewEase achieved a revenue of 10.437 billion yuan, a year-on-year increase of 282.64%, with a net profit of 3.942 billion yuan, reflecting a significant year-on-year growth of 355.68% [1] - According to招商证券, NewEase is leveraging R&D innovation to capture market opportunities in AI data centers, successfully launching various high-capacity optical modules, which are expected to enhance the company's profitability [1] Group 3 - North American cloud vendors continue to expand capital expenditures, indicating strong demand for AI computing power, which is expected to benefit the domestic computing power industry chain [2] - The cloud computing 50 ETF (516630) tracks a cloud computing index (930851) that has a high AI computing power content, covering popular concepts such as optical modules, computing power leasing, data centers, AI servers, and liquid cooling [2] - The cloud computing 50 ETF (516630) is noted for having the lowest total expense ratio among ETFs tracking this index [2]