“易中天”猛烈跳水，高光159363跌逾3%，资金抢筹超1亿份！机构研判：短期情绪波动不改产业趋势

Group 1 - The core viewpoint of the news highlights a significant drop in the stock prices of companies related to optical modules and computing power, with New Yisheng down over 7%, Zhongji Xuchuang down over 4%, and Tianfu Communication down over 3% [1] - The AI ETF (159363) on the ChiNext board, which has over 51% exposure to optical modules, opened high but experienced a sharp decline, with an intraday drop of 3.62% and a trading volume exceeding 4 billion CNY, indicating a volatile market with significant buying and selling activity [1][2] - Citic Securities reports that since the end of September, overseas large models like Sora2 and Claude Sonnet 4.5 have exceeded expectations, suggesting that the commercialization and monetization of the AI industry are likely to accelerate [3] Group 2 - The report emphasizes the increasing importance of computing power in the AI industry, with major players like OpenAI accelerating their computing power deployment, while domestic AI companies are also making significant progress in model capabilities and computing cluster deployment [3] - The first AI ETF on the ChiNext board (159363) has a total scale exceeding 4.3 billion CNY, with an average daily trading volume of over 1.1 billion CNY in the past month, ranking first among seven ETFs tracking the ChiNext AI index [3] - The report suggests focusing on leading companies in the optical module sector, particularly "Yizhongtian," which has a significant presence in the AI computing opportunity market [3]