CPO概念走势活跃，广合科技涨停，罗博特科等大涨

Group 1 - The CPO concept saw active trading on the 21st, with Robotech rising over 12% to reach a historical high, Guanghe Technology hitting the daily limit, Lentech increasing by over 9%, and Xinyiseng rising nearly 5% [1] - Qwen App has officially announced full integration with Alibaba's ecosystem, becoming the world's first AI assistant capable of completing complex real-life tasks [1] - CITIC Securities believes that large models have been iterating for over three years, and CSP manufacturers have invested significant capital expenditures, with 2026 expected to be a pivotal year for AI applications [1] Group 2 - TSMC disclosed its latest financial report, with revenue, net profit, gross margin, and capital expenditure guidance exceeding market expectations [1] - The company's capital expenditure guidance was determined after extensive communication with clients, indicating strong future demand in the computing power sector [1] - The firm anticipates that computing power demand will continue to grow robustly through 2027, recommending sectors such as optical modules, liquid cooling, and fiber optic cables [1]