光模块“顶流”争鸣光博会，产业链吹响扩产号角，科创芯片ETF博时(588990)盘中涨超3.5%，冲击三连涨

Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index rose by 1.68%, with key stocks such as Chip Origin Co., Ltd. increasing by 20.00% and Shengke Communication by 9.27% [3] - The semiconductor industry ETF (159582) also saw a strong increase of 1.03%, with notable gains from Tianyue Advanced and Huafeng Measurement Control [6] - The Sci-Tech Innovation Board New Materials Index experienced a decline of 0.68%, with mixed performance among constituent stocks [8] Group 2: ETF Performance - The Sci-Tech Chip ETF (588990) recorded a nearly 9.45% increase over the past week, indicating strong market activity with a turnover rate of 18.92% and a transaction volume of 136 million yuan [3] - The Semiconductor Industry ETF (159582) had a weekly increase of 8.44%, with a turnover rate of 11.15% and a transaction volume of 23.72 million yuan [6] - The Sci-Tech New Materials ETF (588010) saw a slight decline of 0.87%, but had a notable weekly increase of 11.94% [8] Group 3: Technological Developments - At the recent Optical Expo, leading domestic optical communication companies proposed CPC (Co-Packaged Copper Interconnect) technology, which significantly reduces transmission power consumption and addresses maintenance challenges [9] - A senior Chinese government advisor emphasized the need for China to develop independent chip technology to reduce reliance on NVIDIA accelerators in the AI field [9] - NVIDIA's supply chain has seen multiple advancements, including the global delivery of servers equipped with NVIDIA's Blackwell Ultra solutions [9] Group 4: Investment Insights - The focus remains on AI computing power and domestic substitution, with advanced packaging and connection technologies like CPC expected to penetrate AI infrastructure [10] - The continuous innovation within NVIDIA's ecosystem is driving the evolution of servers and AI hardware [10] - The domestic chip replacement process may receive dual support from policy and capital, highlighting the importance of self-sufficiency in technology [10] Group 5: ETF Composition and Weighting - The Sci-Tech Chip ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index, which includes companies involved in semiconductor materials, equipment, and applications [11] - The top ten weighted stocks in the Sci-Tech Chip Index account for 62.02% of the index, indicating a concentrated investment in key players [11] - The Semiconductor Industry ETF tracks the China Securities Semiconductor Industry Index, with the top ten weighted stocks comprising 77.73% of the index [12]