强势突破，再创新高！AI光模块疯狂，高“光”创业板人工智能ETF（159363）盘中飙涨超4%创上市新高

Core Insights - The optical module CPO continues to surge, with the AI sector on the ChiNext board jumping over 4% due to strong performance from major players in the optical module market [1] - The first AI ETF on the ChiNext board (159363) reached a new high, with trading volume exceeding 500 million yuan, indicating strong market interest [1] - Analysts predict sustained high growth in the optical module market through 2026, driven by the commercialization of AI applications and ongoing demand for computing hardware [1] Market Performance - The optical module content in the AI ETF (159363) exceeds 51%, with over 70% of the portfolio allocated to computing power and over 20% to AI applications, effectively capturing AI market trends [1] - As of October 23, the latest scale of the AI ETF (159363) surpassed 3.5 billion yuan, with an average daily trading volume of over 800 million yuan in the past month, leading among seven ETFs tracking the ChiNext AI index [1] Industry Outlook - The industry is experiencing a positive cycle of "capital expenditure expansion, commercialization, and performance realization," which is expected to continue driving growth in the computing power supply chain [1] - Future advancements in large model technology and the expansion of industry application scenarios are anticipated to further enhance the performance of the optical module sector [1]