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光模块CPO强者恒强,创业板人工智能ETF(159381)再创上市新高!光库科技再度20cm涨停
Mei Ri Jing Ji Xin Wen·2025-08-13 02:33

Core Viewpoint - The AI computing power sector is experiencing significant growth, with the ChiNext AI Index rising over 2% on August 13, driven by strong performance in optical module stocks [1] Group 1: Market Performance - The ChiNext AI Index, which includes companies with over 41% optical module content, saw a notable increase, with the lowest fee rate ETF, Huaxia (159381), rising by 2.62% [1] - Key stocks such as Guangku Technology reached a daily limit increase, while other major stocks like Xinyi Sheng and Zhongji Xuchuang also experienced gains [1] Group 2: Industry Outlook - According to Huachuang Securities, the overseas computing power industry chain is progressing rapidly, and the optical module market is expected to maintain a high level of prosperity due to ongoing investments in computing infrastructure [1] - The ChiNext AI Index is designed to help investors focus on the optical module and computing power industry chain, with a significant weight of over 41% in optical modules [1] Group 3: ETF Details - The top three component stocks in the index are Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%), all leading companies in the optical module sector [1] - The ETF has a management fee rate of 0.15% and a custody fee rate of 0.05%, making its overall fee structure the lowest among comparable funds [1]