光模块、芯片概念领涨市场，双创ETF(159780)盘中涨超2%，连续5日获资金净流入，半导体产业链景气度不断抬升

Group 1 - The dual innovation ETF (159780) has seen a significant increase, with a rise of over 2% at one point and currently up by 1.65%, with a trading volume of 77.32 million yuan [1] - The latest scale of the dual innovation ETF reached 4.062 billion yuan, with a total of 4.472 billion shares, both hitting a one-month high [1] - The dual innovation ETF has experienced continuous net inflows over the past five days, totaling 328 million yuan [1] Group 2 - The semiconductor industry is experiencing a recovery in demand driven by ongoing capital expenditures in AI, with U.S. tech giants expected to spend over 380 billion dollars in 2025 on AI infrastructure [1] - Key semiconductor companies like Samsung Electronics and SK Hynix reported record Q3 earnings, benefiting from increased shipments of high-end storage products, with expectations for stronger demand in 2026 [1] - The human-like robot industry is accelerating, with Tesla's Optimus aiming for mass production and a target of producing millions of units, indicating investment opportunities in the supply chain [2] Group 3 - The dual innovation ETF closely tracks the CSI Innovation and Entrepreneurship 50 Index, which selects 50 large-cap emerging industry companies from the Sci-Tech and Growth Enterprise boards [2] - The top ten weighted stocks in the index include major players such as CATL, Zhongji Xuchuang, and Huayuan Technology, reflecting the overall performance of representative emerging industry companies [2]