ZHONGJI INNOLIGHT(SZ:300308) Xin Lang Ji Jin·2025-08-19 12:11Core Viewpoint - The AI computing hardware sector is experiencing significant growth, with leading companies in optical modules reaching new highs, driven by increasing demand for AI infrastructure and investments from major tech firms [1][3][4]. Group 1: Market Performance - On August 19, optical hardware stocks rose against market trends, with the AI-focused ChiNext index gaining over 2.5%, marking a new high [1]. - The ChiNext AI ETF (159363) saw a substantial increase, closing up 2.52% with a trading volume of 8.25 billion yuan, setting a record for daily trading [1][6]. - The ChiNext AI index has increased by over 52% year-to-date, outperforming other AI indices [4]. Group 2: Investment Opportunities - The current investment climate in the computing power sector is described as "white-hot," with significant capital expenditures from global cloud service providers directed towards AI computing [3]. - The logic of the AI computing industry is reinforced by a cycle of investment in computing infrastructure leading to application monetization and market expansion [3]. - Companies in the optical module sector are recommended for investment, particularly those with strong positions in the computing power supply chain [3][6]. Group 3: Long-term Trends - The demand for AI infrastructure is expected to grow, with OpenAI planning to invest trillions in necessary facilities, and major North American cloud service providers expanding their capital expenditures [3]. - The optical module sector is highlighted as a leading performer in the current AI market, with significant gains observed in related stocks [4].