大数据ETF(159739)涨超3.4%，龙头企业上调明年1.6T光模块总需求

Core Insights - The demand for 1.6T optical modules has been revised upwards from 7-10 million units to 20 million units for 2026, indicating potential for further upward adjustments [1] - This demand increase is expected to significantly boost profits for leading companies beyond market expectations [1] - The technology iteration cycle in the optical module industry has shortened, with the transition from 800G discussions in 2023 to 1.6T expected by 2025, reducing the cycle to less than 2 years [1] Industry Performance - As of October 20, 2025, the CSI Cloud Computing and Big Data Theme Index (930851) rose by 3.31%, with notable increases in constituent stocks such as Zhongji Xuchuang (300308) up 10.01% and Xinyi Sheng (300502) up 6.86% [1] - The Big Data ETF (159739) also saw a rise of 3.45%, with the latest price reported at 1.5 yuan [1] Index Composition - The CSI Cloud Computing and Big Data Theme Index includes 50 listed companies involved in cloud computing services, big data services, and related hardware, reflecting the overall performance of these sectors [2] - As of September 30, 2025, the top ten weighted stocks in the index accounted for 60.8% of the total, including Zhongji Xuchuang (300308) and Xinyi Sheng (300502) among others [2]