2 1 Shi Ji Jing Ji Bao Dao·2025-11-27 02:58Group 1 - A-shares indices collectively strengthened on November 27, with the ChiNext Index continuing to rise and the CPO concept gaining momentum [1] - The Chuangye 50 ETF (159682) saw a peak increase of over 2.2% before closing up 1%, with a trading volume exceeding 140 million yuan [1] - As of November 26, the latest circulating shares of the Chuangye 50 ETF were 3.523 billion, with a circulating scale of 4.945 billion yuan [1] Group 2 - Google AI infrastructure head Amin Vahdat stated that the company must double its AI computing power every six months and achieve an additional 1000 times growth in the next 4 to 5 years to meet rising AI service demands [1] - Market sources indicate that Zhongji Xuchuang is a supplier of optical modules for Google, although specific cooperation details remain undisclosed [1] - Huatai Securities highlighted that multi-chip interconnection is key to expanding AI computing power, with CPO technology potentially becoming a critical path for overcoming computing power expansion bottlenecks by 2027 [2] - Northeast Securities noted that the demand for optical modules is expected to rise, with continuous upward revisions in order guidance leading to a supply-demand imbalance becoming the norm in the industry [2]