“易中天”行情再现！CPO概念强势回暖，天孚通信盘中创新高

Market Performance - The A-share market showed mixed results on January 30, with the Shanghai Composite Index down by 0.96%, the Shenzhen Component Index down by 0.66%, and the ChiNext Index up by 1.27% [1] - The North Stock 50 Index decreased by 0.29% [1] Sector Performance - CPO concept stocks experienced significant gains, with companies like Jieput, Zhishang Technology hitting a 20% limit up, and Hengtong Optic-Electric and Changfei Optical Fiber recording a 10% limit up [1] - Tianfu Communication reached a new high during trading, while stocks such as New Yisheng and Zhongji Xuchuang also saw increases [1] Cloud Computing Demand - There is a strong demand for inference and training computing power overseas, leading to price increases from Amazon Cloud and Google Cloud [1] - The demand for cloud computing resources has significantly increased due to the accelerated deployment of Agent products like MoltBot and Claude Code, with token call volumes rising sharply for 2-3 consecutive weeks since early 2026 [1] AI Model Development - Models such as Grok-5 and Veo4 are continuously iterating, with the industry exploring scaling limits, which supports the demand for training computing power [1] Future Outlook - According to a report from CITIC Securities, despite the current lack of visibility for large-scale commercialization of AI applications, the demand for computing power is expected to rise in the next 3-6 months due to the intensive catalysis of inference AI applications and ongoing iterations of training models [1] - Confirmation of computing power demand during the U.S. earnings season may alleviate previous concerns regarding the "computing power bubble" and could lead to a new round of growth in the computing power industry chain [1]