光模块午后V型反转！高“光”159363一度跌逾2%，资金反向加仓！机构：算力进入“二次抢筹”阶段

Group 1 - The core viewpoint of the articles highlights a significant pullback in the optical module sector after reaching new highs, with a notable V-shaped rebound in the AI-focused ChiNext index [1] - The latest analysis from China International Capital Corporation (CICC) indicates that the computing power sector is entering a "second round of capital raising," with a positive outlook on overseas computing power chain investments [1] - GF Securities notes that cloud vendors' financial reports show the formation of a CapEx-ROI flywheel effect, indicating a favorable environment for the optical module industry [1] Group 2 - The recent AI market rally, represented by optical modules, has led to significant gains, with the ChiNext AI index rising over 42% year-to-date, outperforming other AI indices [2]