CPO概念强势 新易盛、中际旭创等续创新高

Core Insights - The CPO concept saw strong performance on the 27th, with stocks like Dongtian Micro rising over 13% and hitting a temporary limit, while Shijia Photon increased by over 12% [1] - Major overseas companies are making significant capital expenditure moves, with Google partnering with Anthropic for a multi-billion dollar collaboration to support AI model training and inference [1] - Oracle secured a 5-year, $300 billion agreement with OpenAI and is purchasing GPUs from Nvidia and AMD [1] - OpenAI has established a total of 26GW data center deployment agreements with Nvidia and AMD, and a cumulative $22.4 billion computing leasing partnership with CoreWeave [1] - CITIC Construction Investment Securities believes these developments indicate sustained high prosperity in the AI sector, likely leading domestic and foreign companies to continue increasing capital expenditures [1] Industry Summary - The recent capital expenditure activities by major companies reflect a robust growth outlook in the AI industry [1] - Suggested areas of focus include domestic production sectors, industrial software and intelligent agents, and AI application-related targets [1]