光模块强势反弹，高“光”ETF159381交易活跃，Meta宣布数据中心新项目

Core Insights - The A-share market indices opened lower but turned positive, with overseas computing power driven by optical modules showing strength for the second consecutive day [1] - Meta is investing over $1.5 billion to build a GW-level data center in El Paso, Texas, aimed at supporting AI-related projects, with a planned capacity of 1GW expected to be operational by 2028 [4] - The AI sector continues to show high growth potential, with North American cloud service providers planning capital expenditures exceeding $370 billion in FY2025, a 40% increase year-over-year [5] Group 1: Market Performance - A-share indices collectively turned positive after a low opening, with the ChiNext AI sector rising over 2% at one point [1] - The ChiNext AI ETF from Huaxia (159381) increased by 1.54%, with real-time trading volume exceeding 160 million yuan [2] Group 2: Company Developments - Meta's new data center in Texas is part of a broader strategy, including another project in Louisiana and additional GW-level data centers in Ohio [4] - The focus on AI and computing power infrastructure is expected to benefit companies involved in optical modules and related technologies [5] Group 3: Industry Outlook - The market's short-term fluctuations do not alter the mid-term upward trend, with ongoing asset revaluation in China and favorable policies expected to support the technology sector [4] - The optical module sector is highlighted as a key area for investment, with significant growth anticipated in the AI computing infrastructure market [5]