光模块疯牛式上涨，创业板人工智能狂飙！高“光”159363涨幅扩大超6%，量价再轰新高

Core Viewpoint - The AI sector in the ChiNext market is experiencing significant growth, particularly in the optical module segment, which has led to substantial increases in stock prices and ETF performance [1][3]. Group 1: Market Performance - As of August 28, the ChiNext AI index rose by 5.87%, with leading optical module stocks like Tianfu Communication hitting the daily limit up of 20% [1]. - The ChiNext AI ETF (159363) saw an afternoon increase of 6%, with a trading volume reaching 1.383 billion yuan, marking a new high in both volume and price [1]. - The ChiNext AI index has increased by over 68% year-to-date, outperforming other AI indices such as the CS AI and Sci-Tech Innovation AI [3]. Group 2: Investment Insights - Guosheng Securities suggests that the current optical module market is just beginning, transitioning from rapid earnings growth to valuation enhancement, with leading companies moving from "profit realization" to "value reassessment" [3]. - The report emphasizes the importance of focusing on the ChiNext AI sector, particularly the optical module segment, which constitutes over 41% of the index [3][6]. - The ChiNext AI ETF (159363) has reached a new scale of over 3.7 billion yuan, with an average daily trading volume exceeding 450 million yuan in the past month, ranking first among six ETFs tracking the ChiNext AI index [6].