Seek .(US:SKLTY) Sou Hu Cai Jing·2025-09-18 07:50Market Performance - Major indices experienced a rapid pullback after an initial rise, with the Shanghai Composite Index down 1.15%, Shenzhen Component Index down 1.06%, and ChiNext Index down 1.64% [2] - Sectors such as tourism, CPO, and the chip industry chain saw significant gains, while sectors like non-ferrous metals, large finance, and rare earth permanent magnets faced notable declines [2] ETF Highlights - The Guotai CSI All-Share Communication Equipment ETF (515880) rose by 1.92%, with constituent stocks like Guangku Technology (300620.SZ) increasing by 15%, and Fenghuo Communication (600498.SH), Changfei Optical Fiber (601869.SH), and Hengtong Optic-Electric (600487.SH) hitting the daily limit [2] AI and Computing Power Forecast - Huawei predicts that the total computing power in society will increase by 100,000 times by 2035, with AI storage capacity demand expected to grow by 500 times compared to 2025 [3] - Huawei's rotating chairman Xu Zhijun emphasized that computing power is crucial for artificial intelligence, sharing plans for the Ascend chip series, with the Ascend 950PR chip expected in Q1 2026 and the Ascend 970 chip in Q4 2028 [3] Industry Insights - Guosheng Securities noted significant volatility in the optical communication sector, but strong demand and large orders in the overseas AI computing power market indicate a solid fundamental outlook for the optical module industry [3] - Dongxing Securities highlighted that the current phase of artificial intelligence is characterized by a three-dimensional resonance of policy, technology, and demand, with domestic chip and cloud computing leaders gradually validating their performance [3]