CPO板块全线爆发，通信设备ETF、创业板人工智能ETF、通信ETF涨超5%

Group 1 - The core viewpoint of the news highlights the implementation of a more proactive fiscal policy and moderately loose monetary policy in the coming year, leading to a collective rise in A-shares, with the Shanghai Composite Index up 0.54% to 3924 points, the Shenzhen Component Index up 1.39%, and the ChiNext Index up 2.6% [1] - The total market turnover reached 2.05 trillion yuan, an increase of 312.7 billion yuan compared to the previous trading day, with over 3400 stocks rising [1] Group 2 - The CPO sector experienced a significant surge, with Tianfu Communication hitting the daily limit, and Zhongji Xuchuang and Xinyisheng rising over 6%, with Tianfu Communication and Zhongji Xuchuang reaching historical highs [2] - Various ETFs related to communication and artificial intelligence saw gains of over 5%, indicating strong market interest in these sectors [2] - The global optical module industry is accelerating upgrades to 800G/1.6T driven by AI computing power demand, with optical isolators facing supply shortages due to a lack of core materials [2] - The continuous implementation of AI applications is expected to drive the construction of computing power infrastructure, with a focus on the AIDC industry chain, including optical modules and PCB [2] Group 3 - Marvell announced a $3.25 billion acquisition of Celestial AI to enhance its position in the CPO sector, with the deal expected to close in Q1 2026 [3] - AWS launched the next-generation Trainium 3 chip and announced plans for Trainium 4, which will support NVLink Fusion technology, enhancing compatibility with NVIDIA GPUs [3] Group 4 - Meta is reportedly reducing its investment in the metaverse by 30% by 2026, reallocating funds towards AI and AR projects, with plans to invest hundreds of billions in data centers and AI development [4] - External factors, such as adjustments in U.S. national security strategy and easing of conflicts, are expected to benefit domestic communication companies in their overseas expansion [4] - The communication sector is anticipated to benefit from significant capital inflows, with insurance funds and brokerages expected to release substantial amounts of capital into technology innovation [4] Group 5 - The recent market rally showed a broad-based increase, marking the first large-scale rise since the optical module market began to heat up, with leading companies driving the trend [5] - The communication equipment index is highlighted as a core focus area due to the convergence of policy, capital, and industry dynamics [5]