创业板人工智能ETF（159363）基金经理曹旭辰最新观点表示，在市场波动加剧的背景下，ETF投资应聚焦"简单题"——即选择产业趋势明 确、业绩与估值同步向上的方向。他认为，当前全球流动性环境依然宽松，具备产业趋势的资产更容易获得估值溢价，且这一溢价有望持续提 升。 曹旭辰指出，当前，光模块属于"明确的产业趋势"，在流动性宽松环境下，其业绩和估值通道向上，容易出现估值溢价，且溢价可能持续扩 大。作为当前市场"抱团方向"之一，光模块具有产业趋势引领地位和短期（2-3月）配套催化，预期将继续保持领跑。强预期强现实低估值，在 市场震荡期，以光模块为代表的创业板人工智能或将走强。 当AI发展正从算力建设转向应用落地，一键布局"算力+AI应用"的创业板人工智能ETF（159363）及场外联接（A类023407、C类023408），更 直接受益于AI技术商业化爆发的增长红利。从赛道看，创业板人工智能约六成仓位布局算力（光模块龙头+IDC龙头），约四成仓位布局AI应 用，不止是"算力"核心，也是真正的"AI应用"代表。 2月3日早盘，CPO光模块大反攻，致尚科技20CM涨停，天孚通信猛涨超11%再创历史新高，长芯博创、光库 ...

华安新兴动力混合发起式A（025758）成立日期2025年10月31日，最新规模2.6亿。今年以来收益 12.07%，同类排名987/9000；成立以来收益9.68%。 华安新兴动力混合发起式A（025758）基金经理为许瀚天。 截至发稿，许瀚天累计任职时间267天，现任基金资产总规模18.91亿元，任职期间最佳基金回报 52.14%， 任职期间最差基金回报3.24%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月2日，致尚科技跌5.03%，截至发稿，报188.39元/股，成交12.24亿元，换手率8.54%，总市值242.42 亿元。 资料显示，深圳市致尚科技股份有限公司位于广东省深圳市光明区马田街道马山头社区致尚科技园A栋 一层，成立日期2009年12月8日，上市日期2023年7月7日，公司主营业务涉及精密电子零部件的研发和 制造,致力于游戏机、VR/AR设备、专业音响为主的消费电子、通讯电子及汽车电子等零部件的研发、 ...

二、 与会计师事务所沟通情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301486 证券简称：致尚科技 公告编号：2026-002 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 一、 本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：预计归属于上市公司股东的净利润为正值，扣除非经常性损益后的净利润为负值。 3、业绩预告情况表 单位：人民币万元 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所审计。但公司已就业绩预告 有关事项与年报审计会计师事务所进行了预沟通，公司与会计师事务所在本报告期的业绩预告方面不存 在重大分歧，具体数据以审计结果为准。 2、2025年年度业绩的具体财务数据将在公司2025年年度报告中详细披露； 3、敬请广大投资者谨慎决策、注意投资风险。 三、 业绩变动原因说明 1、2025年度，公司前期布局的越南光通信产品生产基地已实现全面投产，公司光通信业务营收同比增 长。随着数据中心建设进程加速，光通信产品市场需求持续稳定增长，公司将进一步加大在光通信业务 ...

Core Viewpoint - Zhishang Technology (301486) has shown significant stock performance with a 20.0% increase on the latest trading day, reflecting positive market sentiment ahead of its 2025 annual performance forecast [1] Group 1: Stock Performance - As of January 30, 2026, Zhishang Technology closed at 198.37 yuan, with a total market capitalization of 25.526 billion yuan [1] - The stock opened at 165.48 yuan, reached a high of 198.37 yuan, and a low of 160.0 yuan, with a trading volume of 1.586 billion yuan and a turnover rate of 12.2% [1] Group 2: 2025 Annual Performance Forecast - The company expects its 2025 revenue to be between 900 million yuan and 1.05 billion yuan, with net profit attributable to shareholders projected between 82 million yuan and 112 million yuan, representing an increase of 21.88% to 66.47% compared to the previous year [1] - However, the net profit after deducting non-recurring gains and losses is forecasted to be a loss between 60 million yuan and 35 million yuan, a decline of 192.38% to 153.89% year-on-year [1] - Key factors influencing performance include the transfer of 53% equity in Dongguan Fuke Xima Communications Technology Co., Ltd., which confirmed approximately 130 million yuan in non-recurring gains, growth in optical communication business, increased share-based payment expenses, goodwill impairment provisions, and rising financial costs due to exchange rate fluctuations [1]

Core Viewpoint - The CPO optical module sector and AI-related stocks have shown strong performance, with significant gains in several key companies, indicating a bullish trend in the market driven by robust fundamentals and increasing demand for AI infrastructure [1][4][7]. Group 1: Company Performance - Zhishang Technology reached a 20% limit up, while Taicheng Light and Tianfu Communication saw increases of nearly 13% and 11% respectively, with Tianfu Communication hitting a historical high [1][7]. - Other notable performers included Lian De Technology, Xin Yi Sheng, Guang Ku Technology, Zhong Ji Xu Chuang, and Chang Xin Bo Chuang, all of which rose over 5% [1][4]. Group 2: Market Trends - The A-share market has seen 21 CPO optical module concept stocks disclose 2025 earnings forecasts, with 17 expecting year-on-year net profit growth, indicating strong fundamentals [4][10]. - The AI industry is experiencing a surge in applications and model upgrades, which is expected to stimulate demand for AI computing infrastructure [4][10]. - The global Ethernet optical module market is projected to grow at a rate of 35% year-on-year by 2026, driven by strong demand from AI infrastructure, particularly in data centers [4][10]. Group 3: ETF Insights - The ChiNext AI ETF (159363) has gained 2.76%, reaching a new closing high, with a trading volume of 916 million yuan, marking a ten-week winning streak [2][8]. - The ETF is strategically positioned with approximately 60% of its portfolio in computing (leading optical module and IDC companies) and 40% in AI applications, reflecting a balanced approach to capitalize on both sectors [5][10].

深圳市致尚科技股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 证券代码：301486 证券简称：致尚科技 公告编号：2026-002 2、业绩预告情况：预计归属于上市公司股东的净利润为正值，扣除非经常 性损益后的净利润为负值。 3、业绩预告情况表 单位：人民币万元 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所 审计。但公司已就业绩预告有关事项与年报审计会计师事务所进行了预沟通，公 司与会计师事务所在本报告期的业绩预告方面不存在重大分歧，具体数据以审计 结果为准。 三、业绩变动原因说明 1、2025 年度，公司前期布局的越南光通信产品生产基地已实现全面投产， 公司光通信业务营收同比增长。随着数据中心建设进程加速，光通信产品市场需 求持续稳定增长，公司将进一步加大在光通信业务领域的投入。同时，公司计划 使用超募资金投资建设"越南智能制造生产基地建设项目"，目前该项目处于建 设阶段。 2、202 ...

Core Viewpoint - The CPO concept stocks in A-shares have experienced a significant surge, driven by the release of new AI models and positive earnings forecasts from related companies, alleviating previous market concerns [2][3]. Group 1: Market Performance - On January 30, A-share CPO concept stocks saw a collective rise, with companies like Jieput and Zhishang Technology hitting a 20% limit up, and Hengtong Optic-Electric and Changfei Optical Fiber achieving a 10% limit up [3]. - The ChiNext Index rose by 1.52% after previously dropping over 1%, indicating a strong market rebound [2]. Group 2: Company Earnings Forecasts - Jieput announced an expected 97.69% year-on-year increase in net profit for 2025, reaching 1.3288 billion yuan, benefiting from rising global demand for laser products [3]. - Out of 21 CPO concept stocks that disclosed 2025 earnings forecasts, 17 are expected to show year-on-year net profit growth, representing over 80% [3]. Group 3: AI Industry Developments - Recent releases of AI models, such as DeepSeek-OCR2 and Baidu's Wenxin 5.0, have catalyzed market enthusiasm, with some experts predicting a "ChatGPT moment" in 2026 [3][6]. - Industrial Fulian reported strong customer demand for AI computing power, with expectations for cloud service providers to maintain aggressive capital expenditures, projected to exceed $600 billion by 2026, marking a 40% year-on-year increase [5]. Group 4: Price Increases in AI Services - Major tech companies like Google Cloud and Amazon have announced price increases for data transmission and computing services, indicating rising costs in the AI infrastructure sector [6][7]. - Meta and Microsoft reported higher-than-expected capital expenditures for Q4 2025, with Meta raising its full-year 2026 capital expenditure forecast to $125 billion, a 73% increase [6]. Group 5: Future Outlook - Analysts predict that the demand for computing power will continue to rise, driven by the increasing deployment of AI applications and ongoing iterations of training models [7]. - The AI industry is expected to experience a new wave of growth, particularly in the computing power sector, as concerns about a "computing power bubble" may ease with upcoming confirmations from U.S. earnings reports [7].

Group 1: Precious Metals Market - Spot gold first broke the $5500/oz mark, reaching nearly $5600/oz before dropping below $5200/oz [1] - The non-ferrous metals sector saw significant declines, with major companies like Zijin Mining and Luoyang Molybdenum falling over 8% and 9% respectively [1] - The performance of the non-ferrous metals sector pressured the Shanghai Composite Index and Shenzhen Component Index, while the ChiNext Index rose due to gains in key stocks like CATL and Sungrow [1] Group 2: Agricultural and Consumer Sectors - Some cyclical sectors showed strong performance, with agriculture and aquaculture sectors rising significantly, indicating a typical rotation pattern in commodity markets [1] - The rise in agricultural products is expected to transmit to the aquaculture sector and further into the consumer market [1] - By the close of the morning session, the Shanghai Composite Index fell by 1.19%, the Shenzhen Component Index by 0.96%, while the ChiNext Index increased by 0.8% [1] Group 3: Film and Entertainment Sector - The film and cinema sector saw active performance, with stocks like Hengdian Film and Happiness Blue Sea experiencing significant gains [4][6] - A favorable policy environment, including the State Council's plan to enhance service consumption, is expected to support the film industry [6][7] - The upcoming 2026 Spring Festival film lineup is anticipated to drive market recovery, with multiple new films scheduled for release [7] Group 4: AI and Optical Communication Sector - The North American computing power chain showed strong performance, with stocks like "Yizhongtian" and Tianfu Communication reaching historical highs [7] - The demand for AI computing power is driving upgrades in the optical communication industry, with strong demand for high-speed optical modules [10] - Despite short-term supply gaps in high-speed optical chips, upstream manufacturers are actively expanding production, which is expected to alleviate supply chain bottlenecks [10]

Group 1 - The core point of the article is that Zhishang Technology (sz301486) reached its daily limit on January 30, 2026, with a price of 198.37 yuan, a 20% increase, and a total market value of 25.526 billion yuan [1] - The stock's surge is attributed to a significant asset restructuring, performance commitments, and expansion in the computing power sector [2] - The acquisition of 99.8555% of Hengyang Data is in a substantive phase, promising a cumulative net profit of no less than 300 million yuan from 2025 to 2027, which provides performance assurance for investors [2] Group 2 - The company is expanding into the AI computing power infrastructure sector, aligning with current trends in AI development [2] - Zhishang Technology has a strong focus on precision electronic component R&D and manufacturing, with products applied across multiple fields and long-term partnerships with major clients like Alibaba [2] - On January 21, 2026, the consumer electronics sector saw capital inflow, with Zhishang Technology being selected for the "Dragon and Tiger List," indicating institutional and foreign investment interest [2]

Key Highlights - Tianqi Co., Ltd. participated in financing for Galaxy General Robotics, acquiring up to 0.38% equity [1] - Hualan Vaccine has no vaccine products available for the prevention of Nipah virus [1] - Aisen Co., Ltd. plans to invest 2 billion yuan to build an integrated circuit materials manufacturing base in East China [1] - Beixin Road and Bridge won a contract for a project worth 1.221 billion yuan [1] - Yongding Co., Ltd. expects a net profit increase of 225.66% to 388.48% in 2025 [1] - Puxin Co., Ltd. intends to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Huatai Medical has repurchased 0.7202% of its shares [1] - Dayi Long plans to reduce its stake by no more than 3% [1] - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [1] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [1] Project Investments - Nord Co., Ltd. plans to invest 168 million yuan to upgrade production line equipment for Qinghai Electronics [1] - Aisen Co., Ltd. is set to invest 2 billion yuan in a manufacturing base for integrated circuit materials [1] Contract Awards - Jintanglang Co., Ltd. won a contract for the interior decoration and weak current intelligent engineering of a new hotel project [1] - Beixin Road and Bridge secured a contract worth 1.221 billion yuan [1] - Huakang Clean won a project worth 54.88 million yuan [1] Earnings Forecasts - New Meixing Co., Ltd. expects a net profit growth of 160.76% to 204.96% in 2025 [1] - Hongxin Electronics anticipates a net profit of 110 million to 150 million yuan in 2025, a year-on-year increase of 93.61% to 164.01% [1] - Yongding Co., Ltd. forecasts a net profit increase of 225.66% to 388.48% in 2025 [1] - Zhenlei Technology expects a net profit increase of 529.64% to 642.26% in 2025 [1] - Ningbo Fubang anticipates a net profit growth of 3099.59% to 4379.43% in 2025 [1] Share Acquisitions - Puxin Co., Ltd. plans to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Yingxin Development intends to acquire 60% equity in Changxing Semiconductor [1] Share Buybacks - Jingji Zhino has repurchased 5.438 million shares [2] - Huatai Medical has repurchased 0.7202% of its shares [2] Share Reductions - Baida Precision plans to reduce its stake by no more than 2% [2] - Dayi Long intends to reduce its stake by no more than 3% [2] - Zhishang Technology's Liu Dongsheng and Liu Dongli plan to reduce their stakes by no more than 3% [2] - Shichuang Securities' City Power plans to reduce its holdings by no more than 27.245 million A-shares [2] - Pianzaihuang's Jiulongjiang Group plans to increase its holdings by 300 million to 500 million yuan [2] Other News - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [2] - Jingpin Special Equipment has been banned from participating in procurement activities for military supplies for three years [2] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [2]