CPO概念早盘活跃，通信ETF嘉实(159695)全面布局光通信产业链投资机会

Group 1 - The communication equipment sector is experiencing significant gains, with the Guozheng Communication Index rising by 1.93% as of 10:20 AM on February 26, 2026, driven by stocks such as Tian Technology, Hengtong Optic-Electric, and Tongding Interconnection hitting the 10% limit up [1] - China has established the world's first large-scale quantum key distribution network based on integrated optical quantum chips, marking a critical breakthrough in quantum communication core devices and system integration [1] - The explosive growth in domestic AI model token usage during the 2026 Spring Festival indicates a substantial increase in AI inference demand, with domestic computing power expected to dominate the infrastructure layer due to cost advantages and an improving ecosystem [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, New Yisheng, and ZTE [2] - The Jia Shi Communication ETF closely tracks the Guozheng Communication Index, providing a convenient way to invest in the optical communication industry chain [2]