Mei Ri Jing Ji Xin Wen·2025-10-28 05:46Core Insights - The optical module CPO continues to strengthen, with the optical module content exceeding 51% in the AI sector of the ChiNext board, which is rising against the market trend [1] - The largest and most liquid AI ETF on the ChiNext board (159363) has reached a new high since its listing, with a trading volume approaching 200 million yuan [1] - Institutions predict that the optical module market will maintain high growth momentum through 2026, driven by the commercialization of AI applications by major overseas companies like OpenAI [1] Market Performance - The stock price of Zhongji Xuchuang, a leading optical module company, has reached a historical high during intraday trading [1] - The ChiNext AI ETF (159363) has a recent scale exceeding 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 - First Shanghai Securities indicates that the current industry is in a positive cycle of "capital expenditure expansion, commercialization, and performance realization," which will continue to support the growth of the computing power industry chain [1] - The ETF focuses on leading optical module companies, with over 70% of its portfolio allocated to computing power and more than 20% to AI applications, effectively capturing the AI theme market [1]