连续两天涨逾3%！光模块行情再起，高“光”创业板人工智能ETF（159363）盘中大涨超4%

Group 1 - The core viewpoint of the articles highlights the significant growth in the optical module market driven by increasing demand for AI computing power, with a notable rise in the performance of the ChiNext AI Index and related ETFs [1][2] - The ChiNext AI Index, which has over 51% optical module content, saw a rise of over 4%, with leading company Zhongji Xuchuang experiencing a surge of over 7% [1] - The demand for optical modules is expected to increase, with projections indicating that the shipment of 1.6T optical modules could grow from 8 million to over 20 million units by 2026, and 800G optical module shipments are anticipated to reach 50 million units next year and 100 million units the following year [1] Group 2 - The first ChiNext AI ETF (159363) has over 70% of its portfolio allocated to computing power and more than 20% to AI applications, focusing on leading optical module companies like Yizhongtian [2] - As of October 20, the ChiNext AI ETF (159363) has a total scale exceeding 3.4 billion yuan, with an average daily trading volume of over 800 million yuan in the past month, making it the largest and most liquid ETF tracking the ChiNext AI Index [2]