AFR(SZ:300620) Xin Lang Ji Jin·2025-09-18 03:09Group 1 - The core viewpoint of the news highlights a rebound in the optical module sector, with significant gains in related stocks and ETFs, particularly in the context of AI-driven demand for computing power [1][3][4] - The report from Huawei indicates that by 2035, the total computing power in society will increase by 100,000 times, with AI storage capacity demand expected to grow by 500 times compared to 2025, accounting for over 70% of the total [3][4] - Tianfeng Securities expresses a strong outlook for the AI industry as a key investment theme for the year, anticipating 2025 to be a pivotal year for AI infrastructure competition and application development [3][4] Group 2 - Guosheng Securities emphasizes that the fundamental demand for optical modules remains robust, driven by the ongoing expansion of AI computing power, with major overseas cloud service providers significantly increasing capital expenditures [4] - The optical module industry is expected to benefit from a complete cycle of infrastructure investment leading to commercial applications, with a focus on capturing opportunities in this sector [4] - The first AI-focused ETF tracking the ChiNext AI Index has seen significant trading volume and is positioned to capitalize on the AI theme, with over 70% of its portfolio allocated to computing power and more than 20% to AI applications [4]