光模块CPO延续涨势，创业板人工智能ETF华夏（159381）翻红！天孚通信涨超15%

Group 1 - The core viewpoint is that the A-share optical module sector continues to experience strong growth, with significant increases in stock prices for companies like Tianfu Communication and Cambridge Technology, indicating positive market sentiment towards the AI computing sector [1][2] - The AI computing sector is benefiting from a deep integration of components such as optical modules, PCBs, servers, and switches, with China's high-end optical module global market share reaching 70%, positioning it well in the current AI computing wave [2] - The ChiNext AI ETF (159381) has seen a net inflow of 77.72 million yuan over the past five trading days, reflecting investor confidence in the AI computing segment, which is transforming from a cost center to a growth engine for companies [1][2] Group 2 - The ChiNext AI ETF (159381) has a low management fee of 0.20% and has outperformed similar AI indices, with a year-to-date increase of over 65%, highlighting its effective positioning in the AI industry chain [2] - The ETF focuses on high-growth AI computing sectors, with over 40% weight in optical module CPOs, and aims to capture the momentum of the AI theme market [2] - Related products include the ChiNext AI ETF (159381), 5G Communication ETF (515050), and AI ETF (515070), indicating a broader interest in AI-related investments [2]