CPO板块表现强势，人工智能AIETF（515070）持仓股新易盛本周累计上涨超40%

Group 1 - The A-share market indices collectively rose, with the CPO sector showing strong performance, particularly the AI ETF (515070), which saw its holdings, including Xinyiseng, increase by over 40% this week [1] - Other holdings such as Zhongji Xuchuang, Kingsoft Office, OmniVision Technologies, and Hikvision also experienced gains, contributing to the AI ETF's overall performance, which exceeded 7% this week [1] - Xinyiseng announced a forecast for its 2025 semi-annual performance, expecting profits between 3.7 billion to 4.2 billion, representing a year-on-year growth of 327.7% to 385.5%, driven by the continuous growth in AI computing power investments and product structure optimization [1] Group 2 - Guojin Securities indicated that the demand for 800G optical modules is expected to double year-on-year in 2026, with the penetration rate of 1.6T optical modules also anticipated to increase [1] - Xinyiseng has successfully launched a single-wave 200G 1.6T optical module product, positioning itself to maintain a leading edge in the next generation of high-speed optical module products [1] - Major companies like Google, AWS, Meta, and OpenAI are expected to significantly increase their ASIC chip production by 2026, which will require more optical modules compared to GPUs, benefiting Xinyiseng as a core supplier for overseas cloud manufacturers [1] - The company has established a presence in AEC and LPO, which is expected to create a second growth curve and enhance profit quality [1]