光模块CPO延续调整，创业板人工智能ETF（159381）成交额超1亿元，中际旭创跌超4%

Group 1 - The AI computing power sector continues to experience fluctuations, with the ChiNext AI Index down by 2.26% as of September 9 [1] - Among the component stocks, Yidian Tianxia led with a gain of 1.65%, while Huace Film & TV saw the largest decline at 5.45% [1] - The Huaxia ChiNext AI ETF (159381) decreased by 2.24%, with a trading volume exceeding 180 million yuan [1] Group 2 - GF Securities emphasizes the investment opportunities in leading光模块 manufacturers, driven by technology giants increasing their computing power investments [2] - OpenAI is projected to face unprecedented capital consumption, with an estimated total cash burn of 115 billion USD from 2023 to 2029, significantly higher than previous forecasts [2] - The demand for ASICs is expected to grow substantially, reinforcing the importance of connectivity in computing clusters, benefiting the光模块 industry [2]