20cm速递｜光模块需求持续向好！创业板50ETF华夏（159367）上涨0.7%，同类产品最低费率档

Group 1 - A-shares indices opened higher, with the ChiNext 50 ETF (159367) rising by 0.7%, driven by strong performances from stocks like Jiangbolong, which increased over 5%, and Zhongji Xuchuang, which rose over 3% [1] - 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 an anticipated shipment of 20 million units, five times the revenue of the Hopper architecture from 2023 to 2025 [1] - The demand for optical modules is expected to benefit significantly from the increasing GPU shipments, as the ratio of Rubin platform GPUs to optical modules improves [1] Group 2 - Goldman Sachs noted that the upgrade cycle for optical module speeds from 800G to 1.6T, 3.2T, and 6.4T has shortened to 1-2 years, leading to continuous improvements in average selling price (ASP) and profit margins [1] - The transition from copper to optical interconnects in data centers is anticipated to start in 2027, potentially opening a new market worth hundreds of billions [1] - The ChiNext 50 Index selects the top 50 stocks by market capitalization and liquidity from the ChiNext Index, representing leading companies with strong growth potential across sectors like batteries, securities, and communication equipment [1]