光模块CPO领跌，5G通信ETF、创业板人工智能ETF跌超5%，中际旭创盘中跌超10%

Group 1 - The core viewpoint of the article highlights a significant pullback in the optical communication sector, particularly affecting leading companies such as Zhongji Xuchuang, Xinyi Sheng, Guangku Technology, and Tianfu Communication, which saw declines exceeding 10% [1] - The A-share optical communication sector has experienced a notable correction, primarily driven by changes in market sentiment and capital flow rather than fundamental industry changes [1] - Analysts from Guosheng Securities suggest that the substantial gains accumulated by leading stocks since April 2025 have led to profit-taking by short-term speculative funds, resulting in overall pressure on the sector [1] Group 2 - Despite the recent pullback, the long-term demand logic for optical modules driven by AI remains intact, supported by ongoing investments in computing infrastructure by overseas AI giants and significant capital expenditure increases from cloud vendors [1] - The recent adjustments in the market are viewed as an opportunity for strategic positioning in the optical communication sector, rather than a sign of weakening fundamentals [1] - Relevant ETFs, such as the Huaxia ChiNext Artificial Intelligence ETF (159381) and the Huaxia CSI 5G Communication Theme ETF (515050), have also seen declines, with the former down nearly 6% and the latter down over 4% [1][2]