Xin Lang Cai Jing·2025-11-06 06:10Group 1 - The core viewpoint of the news highlights a significant rebound in the optical module and AI computing sectors, with companies like Yuanjie Technology and Dongshan Precision experiencing substantial stock price increases [1] - The AI computing sector is seeing high enthusiasm from investors, with the Huaxia ChiNext AI ETF (159381) attracting over 200 million yuan in net inflows over eight consecutive trading days [1] - Nvidia's CEO Jensen Huang stated that China is likely to win the AI race due to favorable regulatory conditions and lower energy costs, criticizing Western approaches as "cynicism" that hinders progress [1] Group 2 - The communication sector's performance is strong, with total revenue reaching 19,525.33 billion yuan in the first three quarters of 2025, a year-on-year increase of 2.90%, and net profit of 1,937.62 billion yuan, up 9.06% [1] - The gross margin for the communication sector is reported at 28.90%, reflecting a slight increase of 0.04 percentage points year-on-year, while the net profit margin stands at 10.58%, up 6.13 percentage points [1] - The Huaxia ChiNext AI ETF (159381) has a weight of 51.8% in optical module CPOs and includes domestic software and AI application companies, with the top three holdings being Zhongji Xuchuang (24.78%), Xinyi Sheng (19.40%), and Tianfu Communication (5.11%) [2]