英伟达新高催化，A股光模块回暖！太辰光领涨超5%，资金继续抢筹创业板人工智能ETF

Group 1 - The core viewpoint of the news is that the AI hardware sector, particularly optical modules, is experiencing a positive market response, with significant gains in related stocks and ETFs [1] - The leading stock, Taicheng Technology, rose over 5%, while other companies like Changxin Bochuang and Lian Te Technology saw increases of over 2% [1] - The AI-focused ETF (159363) recorded a trading volume exceeding 32 million yuan, with a net subscription of 28 million units, indicating strong investor interest [1] Group 2 - Galaxy Securities expresses optimism about the sustained high growth of computing power demand driven by AI applications, highlighting that the sector is still in a rapid development phase [2] - The report emphasizes the importance of capturing opportunities in computing power and applications, recommending the AI ETF and focusing on leading companies in the optical module sector [2] - The overseas AI computing infrastructure is transitioning from an "investment phase" to a "harvest phase," with significant long-term growth potential and sustainability in the industry [1][2]