2 1 Shi Ji Jing Ji Bao Dao·2025-10-27 03:37Group 1 - A-shares opened higher on October 27, with the CPO concept gaining strength, leading stocks like Xinyi and Zhongji Xuchuang reaching historical highs, and Tianfu Communication rising over 4% [1] - The cloud computing ETF (517390) rose by 2.08% with a turnover rate exceeding 5%, showing active trading, and had a cumulative increase of over 10% over the five trading days from October 20 to October 24 [1] - The computer ETF (159998) saw a rise of over 1% during trading, with real-time transaction volume exceeding 100 million, leading among similar products, and several component stocks like Dahua and Jiangbolong also saw significant gains [1] Group 2 - The computer ETF (159998) tracks the CSI Computer Theme Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware [2] - Under the backdrop of major power technology competition, there is a trend towards domestic core software and hardware, with domestic computing power expected to resonate with domestic software, promoting the construction of a domestic ecosystem [2] - The optical communication industry is entering a new phase driven by substantial demand for AI computing power, with a shift towards "ensuring delivery" amid shortages of core chips and raw materials, and sustained strong downstream demand [2]