光模块龙头新易盛分红，创业板人工智能ETF华夏（159381）低费率布局AI软硬件龙头

Group 1 - The core viewpoint of the news highlights the significant growth in the optical module industry driven by the global demand for AI computing power, with NewEase's impressive financial performance in 2024 [1] - NewEase announced a profit distribution plan, proposing a stock split of 4 shares for every 10 shares and a cash dividend of 4.5 yuan per share, totaling 319 million yuan in cash dividends [1] - For the fiscal year 2024, NewEase reported a net profit of 2.838 billion yuan, a year-on-year increase of 312.26%, and revenue of 8.647 billion yuan, up 179.15% [1] Group 2 - The Shanghai Securities outlook indicates that AI infrastructure demand in the Middle East is expected to drive a new wave of demand for optical modules, with second-tier manufacturers likely to benefit from this trend [2] - The partnership between Saudi Arabia's Humain and Nvidia to establish an AI factory is significant, with Nvidia supplying over 18,000 advanced GB300 Blackwell AI chips, which represents 12% of Nvidia's global shipment in Q1 2025 [2] - The demand for AI infrastructure in Middle Eastern countries is anticipated to catalyze a rise in demand to 1.6T by 2026, leading to improved performance for second-tier optical module manufacturers [2]