Group 1 - The core viewpoint of the articles highlights the strong performance and recovery of the optical module CPO concept stocks amidst a high demand for computing power driven by AI model training and inference [1] - The 5G Communication ETF (515050) has a scale exceeding 6 billion yuan, focusing on key players in the AI computing hardware and 6G industry, with optical module CPO stocks accounting for 31% of its weight [2] - The overall market for optical modules is expected to maintain a high level of prosperity due to continuous investment in computing infrastructure and the rapid advancement of the overseas computing power industry chain [1] Group 2 - The top ten weighted stocks in the 5G Communication ETF include major companies such as Zhongji Xuchuang, Xinyi Sheng, and Luxshare Precision, indicating a strong focus on leading firms in the optical module and PCB sectors [2] - The entrepreneurial board artificial intelligence ETF (159381) has a weight of over 41% in optical modules, with its top three constituent stocks being Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [2] - The management fee rate for the entrepreneurial board artificial intelligence ETF is 0.15%, with a custody fee rate of 0.05%, making it one of the lowest in its category [2]