中际旭创市值首超东方财富，“光”含量超50%的创业板人工智能ETF华夏（159381）涨超3%

Group 1 - The core viewpoint of the articles highlights the strong performance of optical module stocks, particularly CPO, in the A-share market, with Zhongji Xuchuang and Xinyi Sheng leading the gains [1] - Zhongji Xuchuang's market capitalization exceeded 470 billion, surpassing Dongfang Fortune, while Xinyi Sheng's market capitalization approached 380 billion [1] - The AI computing power industry chain experienced a rapid recovery after a previous decline, indicating positive investor sentiment [1] Group 2 - The Huaxia AI ETF (159381) tracks the AI index and has a significant weight in optical module stocks, with over 50% allocation, including top holdings in Xinyi Sheng (20.3%) and Zhongji Xuchuang (18.8%) [2] - The ETF has shown an impressive year-to-date increase of over 80%, outperforming similar AI indices [2] - The comprehensive fee rate of the ETF is only 0.20%, making it the lowest among its peers [2] Group 3 - In terms of performance, Xinyi Sheng reported a revenue growth of 282.64% and a net profit increase of 355.68% for the first half of 2025, while Zhongji Xuchuang saw a revenue growth of 36.95% and a net profit growth of 76.26% [1] - Chinese ODM/JDM manufacturers are playing a crucial role in producing high-speed data center switches for top global brands [1]