TFC(SZ:300394) Xin Lang Ji Jin·2025-11-07 03:54Group 1 - The core viewpoint of the news highlights a significant rise in the stock prices of optical module companies, with Tianfu Communication surging by 14% and Tai Chen Guang increasing by over 2% [1] - The AI-focused ETF, specifically the ChiNext AI ETF (159363), experienced a positive trading session, with a transaction volume exceeding 300 million yuan, indicating strong investor interest in the optical module sector [1][3] - The report emphasizes the optimistic outlook for the optical module industry, driven by increased capital expenditures in North America and the anticipated growth in AI computing power [3] Group 2 - Shanxi Securities suggests capitalizing on the short-term performance mismatch in the optical module sector, particularly with the investment certainty enhanced by NVIDIA's guidance of $500 billion for the Blackwell-Rubin project [3] - The report notes that leading companies in the optical module space, such as Zhongji Xuchuang and Xinyi Sheng, continue to expand their fixed assets and production capacity, maintaining stable gross profit margins [3] - The ChiNext AI ETF (159363) is highlighted as the first ETF tracking the ChiNext AI index, with a recent scale exceeding 3.5 billion yuan and an average daily trading volume of over 700 million yuan, making it a key player in capturing AI-related market trends [3]