Xin Lang Ji Jin·2025-05-14 02:37Group 1 - The core point of the news is that the A-share market, particularly the AI sector represented by optical modules, has seen a significant rise due to the strong performance of Nvidia, with the ChiNext AI Index increasing by 2% [1][4] - Nvidia's stock surged by 5.63%, reaching its highest level since February 27, which positively influenced other chip manufacturers and the AI industry sentiment in China [4] - The ChiNext AI Index has rebounded over 20% since its low on April 8, outperforming other broad indices such as the ChiNext Index and the CSI AI Index [1][3] Group 2 - Key stocks in the AI sector, such as Bochuang Technology and Xinyi Sheng, saw significant gains, with Bochuang Technology rising over 10% and Xinyi Sheng increasing by more than 6% [1][4] - The Huabao ChiNext AI ETF (159363) also experienced a rise of over 2%, indicating strong investor interest in AI-related investments [1][4] - The optical module industry is expected to maintain high growth potential due to increasing demand for AI infrastructure and applications, supported by both policy and market needs [5][4]