Mei Ri Jing Ji Xin Wen·2025-09-04 05:46Group 1 - The core viewpoint of the article highlights a significant adjustment in the optical module CPO concept stocks, with companies like New Yisheng, Tianfu Communication, and Zhongji Xuchuang experiencing declines of over 10% [1] - As of 10:18 AM, the Huaxia ETF tracking the AI sector on the ChiNext board saw a drop of over 5%, with trading volume exceeding 300 million yuan, indicating a strong profit-taking behavior after previous gains [1] - Huachuang Securities suggests that the communication sector has solid fundamentals and growth attributes, predicting it will continue to be a preferred allocation for excess returns in the future [1] Group 2 - The Huaxia ETF (159381) tracks the ChiNext AI Index (970070.CNI) and focuses on leading companies in the AI industry chain, particularly in high-demand AI computing modules, with over 50% weight in optical module CPO stocks [1] - The top three weighted stocks in the ETF are New Yisheng (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%) [1] - The ETF has achieved an impressive cumulative increase of over 80% this year, significantly outperforming similar AI indices such as CS Artificial Intelligence and Sci-Tech Innovation AI [1]