Meta斥巨资购买谷歌的TPU！算力硬件大涨

Core Insights - The technology growth sector is experiencing strong momentum, with the ChiNext Index rising over 2.5% and the Sci-Tech Innovation Index increasing by more than 1.7% [1] - The Double Innovation Leader ETF (588330) saw a peak intraday increase of 3.45%, currently up by 2.5%, with a trading volume exceeding 320 million yuan, indicating active trading [1] Sector Summaries Communication Equipment - Major players in the optical module sector, including Zhongji Xuchuang and Xinyi Sheng, saw stock increases of over 6%, while Tianfu Communication rose by more than 4% [1] - The report highlights the strong performance of communication equipment stocks, driven by advancements in technology [2] PCB (Printed Circuit Board) - HSBC's latest report indicates that the acceleration of AI server iterations is driving a dual cycle of technological and price increases for PCBs and copper-clad laminates [2] - Citigroup previously projected that the supply-demand tension for AI PCBs will persist into next year [2] Renewable Energy - In the photovoltaic sector, Yangguang Electric Power increased by over 5%, and Canadian Solar rose by more than 2% [1] - The renewable energy sector continues to attract investment interest, reflecting its growth potential [1] Investment Opportunities - The Double Innovation Leader ETF is characterized by cross-market diversification, focusing on strategic emerging industries, including new energy, photovoltaics, optical modules, semiconductors, and medical devices [3] - The ETF offers a low entry point for investors, allowing participation in the technology sector with a minimum investment of less than 100 yuan [3]