业绩快速增长，新易盛大涨超13%，带动云计算50ETF（516630）走强

Group 1 - The A-share market continued to show a narrow fluctuation trend, with the Shanghai Composite Index turning positive again, and major broad-based indices showing more gains than losses. Sectors such as automotive, machinery, telecommunications, electric equipment, and computers led the gains [1] - Recently, the cloud computing 50 ETF (516630) saw a significant increase, with its holdings including companies like Xinyi Technology, Zhongji Xuchuang, Aofei Data, and Runze Technology, which experienced notable price increases, particularly Xinyi Technology, which rose over 13% [1] - Xinyi Technology reported its 2024 annual report and 2025 Q1 report, achieving an operating income of 8.647 billion yuan in 2024, a year-on-year increase of 179.15%, and a net profit attributable to shareholders of 2.838 billion yuan, a year-on-year increase of 312.26%. For Q1 2025, the company reported an operating income of 4.052 billion yuan, a year-on-year increase of 264.13%, and a net profit of 1.573 billion yuan, a year-on-year increase of 384.54% [1] Group 2 - According to Lightcounting's forecast, the market size for 800G Ethernet optical modules is expected to exceed that of 400G by 2025. The rapid introduction of high-speed optical modules is projected to lead to a total market size exceeding 16 billion USD for 800G and 1.6T optical modules by 2029. Coherent predicts that 800G and 1.6T optical modules are likely to become mainstream products in the next five years [1] - Xinyi Technology's 1.6T optical module has completed all sample verifications and has entered the small-scale production phase, indicating the company's readiness to meet the growing demand for high-speed optical modules [1] - The cloud computing 50 ETF (516630) has a high AI computing power content, covering sectors such as optical modules & devices, computing leasing (IDC), data storage, servers, and liquid cooling. Additionally, the DeepSeek concept stocks account for 42.9% of the cloud computing index (930851) [2]