EOPTOLINK(SZ:300502) Xin Lang Ji Jin·2025-10-27 03:11Core Viewpoint - The technology sector continues to show strong momentum, particularly in hard technology investments, as evidenced by the performance of the Double Innovation Leading ETF (588330) which saw a price increase of over 2.3% during trading [1] Group 1: ETF Performance - The Double Innovation Leading ETF (588330) is actively traded with a transaction volume nearing 50 million yuan [1] - The ETF's component stocks have shown significant gains, with New Yisheng rising over 7% to reach a new high, and other stocks like Shenghong Technology and Tianfu Communication also experiencing increases of over 4% [3][4] Group 2: Market Trends and Projections - The demand for optical modules is expected to rise significantly, with projections for 1.6T optical module demand increasing from 15 million units to over 20 million units by 2026 [5] - The optical communication sector is anticipated to see substantial profit growth, with a projected year-on-year increase of approximately 115% in Q2 2025 and 167% in Q3 2025 [5] - The recent national policy signals a focus on high-quality development and technological self-reliance, which is expected to drive the growth of strategic emerging industries [6] Group 3: ETF Characteristics - The Double Innovation Leading ETF features a diversified cross-market allocation, selecting 50 large-cap strategic emerging companies from the Sci-Tech Innovation Board and the Growth Enterprise Market [7] - It is designed to capture high-growth technology sectors, including renewable energy, photovoltaic, optical modules, semiconductors, and medical devices [7] - The ETF offers a lower investment threshold compared to direct investments in individual stocks, allowing investors to start with less than 100 yuan [7]