Group 1 - The core viewpoint highlights the rising trend in optical modules and storage chip concepts, driven by improving US-China relations and a return to the technology and AI sector focus [1] - The demand for low-loss and low-power solutions in optical communication is increasing, accelerating the trend towards CPO (Chip-on-Board) packaging in the industry [1] - Key areas of focus include optical module CPO, OCS switches, switch CPO, and in-cabinet OIO [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the ChiNext 50 Index account for 69.36% of the index, with notable companies including CATL, Zhongji Xuchuang, and Xinyi Technology [2] - The ChiNext 50 Index reflects the performance of 50 stocks with high liquidity and market capitalization in the ChiNext market [2] - The ChiNext 50 ETF closely tracks the ChiNext 50 Index, indicating strong performance in the underlying stocks [1][2]
创50ETF(159681)涨超3.5%，光模块领涨科技主线强势回归
Xin Lang Cai Jing·2025-10-21 20:39