CPO正式进入从0到1的规模化落地元年，通信ETF嘉实(159695)一键布局光通信产业链

Group 1 - The optical communication module concept is experiencing significant growth, with the Guozheng Communication Index rising by 4.32% as of 11:18 on February 24, 2026, driven by strong performances from stocks like Tianfu Communication (+14.21%) and Dekeli (+14.08%) [1] - Nvidia announced plans to scale deploy CPO (Co-Packaged Optics) technology within the year, marking a pivotal year for the commercialization of CPO, which complements rather than replaces pluggable optical modules, thereby expanding the market for optical communication in cabinet interconnections [1] - The demand for computing power is surging as AI large models transition from a "low-cost/free" phase to a "high-quality paid" phase, leading to significant interest in optical module and fiber optic cable companies in the A-share market [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the Guozheng Communication Index account for 54.9% of the index, including major players like Zhongji Xuchuang and ZTE [2] - The Jia Shi Communication ETF (159695) closely tracks the Guozheng Communication Index, providing an easy way to invest in the optical communication industry chain [2]