中国算力大会来袭，光模块三巨头领涨！20CM“大长腿”—— 双创龙头ETF（588330）盘中豪涨3．2%

Core Viewpoint - The dual innovation leader ETF (588330) has seen significant gains, reflecting strong performance in the sci-tech sector, particularly in AI and optical technology applications [1][3]. Group 1: Market Performance - On August 18, the dual innovation leader ETF (588330) rose by 3.26%, with notable increases in constituent stocks such as Stone Technology (up over 14%) and Runze Technology (up over 11%) [1]. - Major players in the optical module sector, including Zhongji Xuchuang (up over 11%), Xinyi Sheng (up over 7%), and Tianfu Communication (up over 6%), also experienced substantial gains [1]. Group 2: Industry Trends - The upcoming China Computing Power Conference from August 22 to 24 is expected to highlight the accelerating demand for generative AI-related network hardware, projected to grow from 6.5 billion yuan in 2023 to 33 billion yuan by 2028, with a compound annual growth rate of 38.5% [2]. - Analysts indicate that the surge in AI device demand is driving the application of Co-Packaged Optics (CPO) technology, which is crucial for high-speed optical interconnects in AI computing and data centers, enhancing the long-term investment value of the CPO sector [3]. Group 3: Investment Insights - The dual innovation leader ETF (588330) is characterized by three main features: 1. Cross-market diversification with a focus on strategic emerging industries, selecting 50 large-cap companies from the Sci-Tech Innovation Board and the ChiNext Board [4]. 2. A growth-oriented investment style that aligns with the increasing importance of technological self-reliance and control over supply chains in the global tech competition [4]. 3. High elasticity as an investment tool to capture tech market trends, with a lower entry threshold allowing investments starting at less than 100 yuan [4].