新易盛预告上半年业绩大增，AI人工智能ETF（512930）涨超3%，机构：光模块行业仍然具备高增长能力

Group 1 - A-shares opened higher on July 15, with the CPO concept sector leading the market [1] - The AI Artificial Intelligence ETF (512930) rose by 3.14%, with a trading volume exceeding 77 million yuan [1] - Key stocks in the ETF included Xinyisheng, which hit the daily limit, and Zhongji Xuchuang, which increased by over 15% [1] Group 2 - Xinyisheng announced a profit forecast for the first half of 2025, expecting net profit attributable to shareholders to be between 3.7 billion and 4.2 billion yuan, representing a year-on-year growth of 327.68% to 385.47% [1] - The growth is attributed to increased investment in AI-related computing power, optimized product structure, and sustained demand for high-speed products [1] - CITIC Securities highlighted the strong growth logic and sustainability of AI PCB, suggesting that the sector could achieve valuation premiums compared to the 5G cycle and optical modules [1] Group 3 - Huaxi Securities noted rapid growth in overseas AI demand, particularly from new enterprises, driving high capital expenditures in AI [2] - The optical module industry is expected to maintain high growth potential as a foundational component for computing power clusters [2] - Recommendations include focusing on high-speed optical modules and liquid cooling within the computing power supply chain [2]