消息面上，微软宣布今年将在人工智能数据中心投入800亿美元，这一巨额投资计划引发了市场对相关产业链的关注。同时，作为人工智能芯片领域的龙头企业，英伟达上周五股价大涨逾4%，创下近两个月来的最大单日涨幅。这些利好消息激发了投资者对CPO (同轴封装光学器件)概念的热情，推动相关概念股表现活跃。

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