CPO概念分化，工业富联涨超5%，5G通信ETF、创业板人工智能ETF盘中走低

Core Viewpoint - The A-share market experienced fluctuations with significant movements in the oil and chemical sectors, while AI hardware and related concepts showed notable divergence, indicating a mixed sentiment in the market [1]. Group 1: Market Performance - The A-share market saw a pullback after an initial rise, with the oil and chemical sectors leading in gains [1]. - AI hardware computing power experienced a correction, with companies like Guanghe Tong, Guanghuan Xinwang, and Shennan Circuit dropping nearly 3%, while others like Taicheng Light and Industrial Fulian rose over 5% [1]. - As of 14:00, the high-light content ChiNext AI ETF (159381) fell by 1.70%, and the 5G communication ETF (515050) decreased by 0.72% [1]. Group 2: Industry Insights - Chinese optical module manufacturers have significantly increased their global market share, with the latest 2024 global optical module TOP10 list showing Chinese firms occupying 7 out of 10 positions [1]. - The demand for high-speed optical modules is expected to enhance industry profitability, driven by the rise of large models and generative AI applications, which are expanding the AI server market [1]. - According to Lightcounting, the market size for 800G Ethernet optical modules is projected to exceed $16 billion by 2029, with rapid adoption of high-speed optical modules [1]. Group 3: ETF Details - The 5G communication ETF (515050) tracks the CSI 5G communication theme index, focusing on the Nvidia, Apple, and Huawei supply chains, with over 30% weight in optical communication stocks [2]. - The ChiNext AI ETF (159381) targets AI-focused companies listed on the ChiNext board, with a daily price fluctuation limit of ±20% and a low management fee rate of 0.15% [2]. - The index for the ChiNext AI ETF has over 33% weight in optical modules, with leading stocks including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [2].