Xin Lang Ji Jin·2025-09-07 12:32Core Viewpoint - The AI computing power sector, particularly the optical module industry, is experiencing a strong rebound, with significant gains in stock prices and ETF performance, indicating robust investor interest and potential for future growth [1][2]. Group 1: Market Performance - On September 5, the optical module sector saw a resurgence, with major companies like NewEase and Zhongji Xuchuang rising over 10% [1]. - The ChiNext AI ETF (159363) recorded a daily increase of 6.31%, recovering above the 10-day moving average, with weekly trading volume reaching a historical high of 9.48 billion yuan [1]. - The ChiNext AI index experienced a slight weekly decline of 1.27% after a series of gains, suggesting volatility in the market [1]. Group 2: Company Performance - Companies in the AI computing power sector reported strong mid-year earnings, with 30 firms showing positive net profit growth, particularly in the optical module segment [2]. - NewEase and Ruijie Network reported net profit growth rates of over 355% and 194%, respectively, highlighting the sector's strong performance [2][3]. - The optical module industry is transitioning from rapid growth to a phase of valuation enhancement, with leading companies poised for a revaluation based on performance and market conditions [3][4]. Group 3: Investment Outlook - The AI computing power sector is expected to remain a key investment area, supported by strong fundamentals and valuation potential [2][4]. - The formation of an AI ecosystem is driving demand for computing power, with significant capital expenditures from major players [4][5]. - Continuous innovation and technological upgrades are enhancing the competitive edge of leading firms, making them attractive to investors [5].