ZHONGJI INNOLIGHT(SZ:300308) Xin Lang Ji Jin·2025-10-24 02:49Core Viewpoint - The AI sector is experiencing a resurgence, with significant gains in the ChiNext AI index and related stocks, driven by strong performance in optical modules and supportive policies for technological self-reliance in China [1][3]. Group 1: Market Performance - The ChiNext AI index saw a rise of over 2%, with major stocks like Beijing Junzheng leading with a gain of over 7% [1]. - The largest and most liquid ChiNext AI ETF (159363) also surged over 2%, achieving a real-time transaction volume exceeding 200 million CNY [1][3]. - The ChiNext AI ETF has a current scale of over 3.4 billion CNY, with an average daily trading volume of over 800 million CNY in the past month, making it the top performer among seven ETFs tracking the ChiNext AI index [3]. Group 2: Industry Developments - The AI industry is in a phase of policy, technology, and demand resonance, with significant investments in domestic chips and cloud computing, enhancing the industry's growth certainty [3]. - Google is set to provide up to 1 million specialized AI chips to Anthropic, a competitor of OpenAI, indicating a strong demand for AI computing power [3]. - The Chinese government emphasizes technological self-reliance as a key goal for the next five years, with AI being a crucial component of this technological revolution [1][3]. Group 3: Investment Opportunities - The focus on optical modules as a core opportunity in AI computing is highlighted, with recommendations to pay attention to the ChiNext AI ETF (159363) and related funds [3]. - The ETF's index has over 70% allocation in computing power and more than 20% in AI applications, positioning it well to capture AI market trends [3].