Mei Ri Jing Ji Xin Wen·2025-10-29 03:07Group 1 - The core viewpoint of the articles highlights the strong performance of the optical module sector, driven by positive news from NVIDIA regarding their powerful GPUs, leading to significant gains in related stocks and ETFs [1][2] - The optical module sector, particularly companies like Zhongji Xuchuang and Xinyi Sheng, has seen stock prices reach historical highs, with the AI-themed ETF (159363) experiencing a jump of over 2.4% and surpassing a transaction volume of 2 billion [1] - The AI sector, particularly the optical module segment, has shown remarkable growth, with the ChiNext AI index rising over 18% recently and achieving a year-to-date increase of over 91%, outperforming other AI-related indices [1] Group 2 - Longjiang Securities reports that the valuation of leading optical module companies is significantly lower than consensus expectations, indicating potential for upward adjustment as demand for optical modules continues to rise [2] - The first AI ETF on the ChiNext (159363) has a significant allocation towards optical module leaders, with over 51% of its holdings in this sector, effectively capturing the AI market trends [2] - As of October 24, the ChiNext AI ETF (159363) has a total scale exceeding 3.4 billion, with an average daily trading volume of over 800 million in the past month, making it the largest and most liquid ETF tracking the ChiNext AI index [2]