Group 1 - The A-share market saw a strong rise in artificial intelligence hardware and software sectors, with optical module CPO concepts leading the gains [1] - The optical module is a crucial component in fiber optic communication systems, responsible for converting electrical signals to optical signals and vice versa [1] - CITIC Securities forecasts strong demand for 800G optical modules and rapid growth for 1.6T optical modules by 2026, driven by the increasing need for higher bandwidth in AI data centers [1] Group 2 - China's high-end optical modules hold a global market share of 70%, benefiting significantly from the current AI computing wave [2] - The ChiNext AI Index has over 41% weight in optical modules, with the top three constituent stocks being Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%) [2] - The annual management fee for the ChiNext AI ETF Huaxia (159381) is 0.15%, with a custody fee of 0.05%, making it the lowest comprehensive fee among comparable funds [2]
低费率创业板人工智能ETF华夏(159381)涨超4%,光模块CPO含量超40%!中际旭创涨超6%