基本面支撑，算力硬件强劲回暖！新易盛反弹超6%，创业板人工智能ETF（159363）直线冲涨超3%

Group 1 - The core viewpoint of the news is that the AI computing hardware market, particularly optical modules, is experiencing a strong recovery, with significant gains in related stocks and ETFs [1][2][3] - The ChiNext AI Index, which has over 51% optical module content, rose more than 2%, indicating robust market performance [1] - Notable stock performances include Xinyisheng and Xingchen Technology, which both increased over 6%, and several others that rose more than 3% [1] Group 2 - Guosheng Securities believes that the current market for optical modules is just the beginning, transitioning from rapid earnings growth to valuation enhancement [2] - The AI computing hardware sector, represented by optical modules, has significantly outperformed other AI indices, with the ChiNext AI Index up over 65% year-to-date [2] - The market is expected to continue to see valuation increases driven by AI closed-loop systems, new fund inflows, and ongoing industry innovation [2] Group 3 - The first ETF tracking the ChiNext AI Index, with a focus on optical modules, is recommended for investment, capturing both AI computing and application opportunities [3] - As of September 4, 2025, the ChiNext AI ETF had a scale exceeding 4.8 billion yuan, with an average daily transaction volume of over 800 million yuan [3] - The ETF ranks first among six ETFs tracking the ChiNext AI Index, indicating strong market interest and liquidity [3]