CPO等算力硬件股继续走强，“易中天”权重占比超25%的通信ETF广发(159507)盘中最高涨近4%

Group 1 - CPO and other computing hardware stocks continue to strengthen, with companies like Robotech and Tianfu Communication seeing over 10% gains, reaching historical highs [1] - The optical module sector is performing strongly, with companies like Zhongji Xuchuang and Xinyi Sheng releasing better-than-expected earnings forecasts, indicating sustained high demand for global computing infrastructure [1] - Zhongji Xuchuang expects a net profit of 9.8–11.8 billion yuan for 2025, a year-on-year increase of 89.5%–128.2%, while Xinyi Sheng anticipates a net profit of 9.4–9.9 billion yuan, a significant increase of 231.2%–248.9% [1] Group 2 - Starting in 2026, the value-added tax rate for certain telecom services will increase from 6% to 9%, which will accelerate the transformation of operators from traditional telecom service providers to comprehensive information service providers [2] - Major telecom operators are focusing on integrating communication, computing, and intelligent services, with China Mobile proposing three growth curves and China Telecom deepening its AI initiatives [2] - The computing sector is expected to remain one of the most prosperous technology directions in 2026, with a projected shortage of optical modules, indicating strong market demand [2] Group 3 - As of February 3, 2026, the Guozheng Communication Index rose by 1.82%, with the Guangfa Communication ETF increasing by 1.84%, reaching a peak of nearly 4% during the day [3] - The top ten weighted stocks in the ETF account for 54.9%, with notable increases in stocks like Xunwei Communication and Tianfu Communication [3] - The Guangfa Communication ETF has seen a recent scale growth of 22.88 million yuan and a net inflow of 2.1731 million yuan, indicating strong investor interest [3]