Group 1 - The core viewpoint of the news highlights the significant performance of technology stocks, particularly in the optical module sector, driven by the rapid growth of artificial intelligence and related investments [1][3]. - New Yi Sheng reported an expected net profit of 3.7 billion to 4.2 billion yuan for the first half of the year, representing a year-on-year growth of 327.68% to 385.47% [3]. - The demand for computing power continues to grow, positively impacting hardware sector performance and enhancing long-term fundamental expectations for AI applications [3]. Group 2 - The "Double Innovation Leader ETF" (588330) closely tracks the Science and Technology Innovation 50 Index, which includes 50 major companies in strategic emerging industries such as new energy, semiconductors, and medical devices [4]. - The ETF provides a low-threshold investment opportunity to access a multi-layered capital market, with the potential to act as a "rebound pioneer" due to its 20% price fluctuation limit [4]. - The trading activity of the ETF has been robust, with a trading volume exceeding 15 million yuan shortly after the market opened [1].
光模块三剑客猛拉!新易盛绩后20CM涨停!双创龙头ETF(588330)盘中涨超2.4%,再现高弹性魅力!