倒车接人？光模块巨头“易中天”五连跌，创业板人工智能ETF（159363）盘中一度跌逾3.5%

Group 1 - The overseas computing power, centered around optical modules, continues to decline, with the AI sector on the ChiNext board experiencing a drop of over 3% [1] - Major stocks such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication have all seen declines exceeding 3%, with the "Yizhongtian" stock experiencing five consecutive days of decline [1] - The largest and most liquid ChiNext AI ETF (159363) saw a drop of over 3.5% during trading, with real-time transaction volume exceeding 400 million yuan, and a net subscription of 110 million shares reported [1] Group 2 - The first ChiNext AI ETF (159363) and its off-market connection (023407) have over 70% of their portfolio allocated to computing power and over 20% to AI applications, focusing on capturing AI market trends [2] - As of September 30, the latest scale of the ChiNext AI ETF (159363) exceeded 4.3 billion yuan, with an average daily trading volume of over 1.1 billion yuan in the past month, ranking first among seven ETFs tracking the ChiNext AI index [2] Group 3 - Despite recent fluctuations in the computing power sector, both domestic and overseas investments in computing power are increasing, indicating a sustained capital expenditure trend [1] - New technologies and products such as OCS, CPO, CPC, and hollow-core optical fibers are recommended for active monitoring as they progress towards commercialization [1]