Xin Lang Cai Jing·2025-11-26 13:12Core Insights - The optical module CPO is leading a surge in computing hardware, with the leading stock "Yizhongtian" showing strong performance [1] - Zhongji Xuchuang's stock rose over 13%, with a trading volume exceeding 32 billion yuan, and its market capitalization surpassing 600 billion yuan [1] - The AI-focused ETF on the ChiNext board, which has over 54% optical module CPO content, performed strongly, closing up 4.76% with a trading volume of 1.168 billion yuan [1] - Google is gaining market recognition due to its complete technology ecosystem, while Meta may invest billions in Google's TPU [1] - Optical modules are foundational to both NVIDIA's GPUs and Google's TPUs [1] - Guosheng Securities is optimistic about the computing power sector, recommending leading companies in the optical module industry and suggesting attention to the ChiNext AI ETF and related funds [1]