Group 1 - A-share CPO concept stocks experienced a collective pullback, with the cloud computing ETF Huatai (159273) declining over 5% and achieving a trading volume of nearly 400 million yuan, surpassing the previous day's total [1][3] - The latest scale of the cloud computing ETF Huatai exceeded 1.69 billion yuan, maintaining a leading position among similar funds [1] - Major stocks within the ETF, including Alibaba, Tencent, and others, saw significant declines, with New Yisheng dropping over 8% and Alibaba down over 4% [3][4] Group 2 - Market sentiment indicates increased volatility in overseas computing power chains, influenced by profit-taking pressures and concerns over U.S.-China trade tensions [5] - Long-term securities view the valuation of leading optical module companies as having upward potential, despite current performance being below consensus expectations [5] - The domestic AI industry is accelerating, with significant advancements in model capabilities and computing power deployment, leading to optimism for core segments like optical modules and fiber optics [5]
CPO不行了?新易盛、中际旭创纷纷跌8%!云计算ETF汇添富(159273)大幅回调超5%,盘中再度吸金!机构:如何看待光模块龙头估值?