光模块、芯片概念领涨市场，创业板ETF博时(159908)反弹涨近2%，机构：市场中期展望依然向好

Group 1 - The ChiNext Index has shown a strong increase of 1.75%, with notable gains from stocks such as Shenghong Technology (up 5.16%) and Ruijie Networks (up 5.14%) [3] - The ChiNext ETF by Bosera has risen by 1.70%, reaching a latest price of 2.99 yuan, and has accumulated a 3.45% increase over the past two weeks [3] - The A-share market opened positively, with the ChiNext Index surpassing 3200 points, and the Shanghai Composite Index rising by 0.27% [3] Group 2 - NVIDIA's recent GTC conference highlighted that its Blackwell and Rubin architecture GPUs are expected to generate over $500 billion in revenue from 2025 to 2026, with a projected shipment of 20 million units, five times the revenue of the Hopper architecture from 2023 to 2025 [3] - The upgrade cycle for optical modules is shortening to 1-2 years, leading to improved average selling prices (ASP) and profit margins, with a significant market shift from copper to optical interconnects expected by 2027 [4] - The ChiNext Index reflects the performance of the top 100 stocks in the ChiNext market, with the top ten stocks accounting for 58.2% of the index as of October 31, 2025 [4]