Group 1 - The A-share market saw a significant rise in computing hardware stocks, particularly in concepts like CPO, liquid-cooled servers, and optical fibers, with the AI ETF Huaxia (159381) increasing by over 2.5% [1] - Key holdings such as Taicheng Technology and Tianfu Communication surged by over 10%, while other companies like Guangku Technology, Zhishang Technology, and Changxin Bochuang also experienced notable gains [1] - The communication ETF Huaxia (515050) rose by more than 1% [1] Group 2 - Zhipu released its next-generation flagship model GLM-5, expanding its parameter scale from 355 billion (activated 32 billion) to 744 billion (activated 40 billion), and increasing pre-training data from 23 terabytes to 28.5 terabytes, significantly enhancing the model's general intelligence level [1] - The importance of computing power is increasingly emphasized in the AI era, with the State-owned Assets Supervision and Administration Commission (SASAC) urging central enterprises to strengthen investment traction, actively expand effective computing power investments, and promote the collaborative development of "computing power + electricity" [1] - The goal is to enhance data governance capabilities across the entire chain and continuously solidify the foundational base of the artificial intelligence industry [1]