Xin Lang Ji Jin·2025-10-28 03:41Core Viewpoint - The AI sector, particularly in the context of optical modules, is experiencing significant growth, with the ChiNext AI index reaching new highs and substantial increases in stock prices for key companies in the sector [1][3][5]. Group 1: Market Performance - The ChiNext AI index has rebounded over 18% since last week, outperforming other AI-themed indices [3]. - The year-to-date increase for the ChiNext AI index is over 91%, indicating strong market performance compared to similar indices [3][4]. - The largest and most liquid ETF tracking the ChiNext AI index (159363) saw a half-day increase of 2.62%, with a trading volume of 657 million yuan [1][4]. Group 2: Company Developments - Key companies such as LianTe Technology and Zhongji Xuchuang have seen stock price increases of over 12% and nearly 4%, respectively, contributing to new highs in the market [1]. - Qualcomm has launched AI chips to compete with Nvidia, which has positively impacted its stock price, increasing by over 20% at one point [5]. - The demand for 1.6T optical modules is being revised upwards, with total industry demand expected to rise from 10 million to 20 million units due to increased bandwidth requirements for AI training and inference networks [5]. Group 3: Future Outlook - Analysts suggest that the optical module sector has further upside potential, with leading companies expected to see continued high growth in performance [6]. - The ongoing demand for 800G optical modules is anticipated to remain strong, benefiting major players like Zhongji Xuchuang and New Yi Sheng [5][6]. - The increasing adoption of ASICs and the rapid evolution of high-speed optical modules are expected to drive further growth in the optical module market [6].