ZHONGJI INNOLIGHT(SZ:300308) Sou Hu Cai Jing·2025-11-26 06:19Core Insights - The Tianhong ChiNext ETF (159977) has seen significant trading activity, with a transaction volume of 177 million yuan and a strong performance of over 3% in the ChiNext Index [1] - The ETF has experienced a substantial increase in shares, growing by 56 million shares in the past week, indicating strong investor interest [1] - The ETF has attracted a net inflow of 128 million yuan over the past six days, reflecting positive market sentiment [1] Product Highlights - The Tianhong ChiNext ETF (159977) tracks the ChiNext Index, focusing on strategic emerging industries such as high-end manufacturing, photovoltaics, and new energy vehicles, providing high elasticity advantages [2] - The ETF is positioned as a leading option for investors looking to capitalize on the A-share market rebound [2] Related Products - The Tianhong ChiNext ETF (159977) has corresponding off-market connections: A: 001592; C: 001593; Y: 022960 [3] Hot Events - Zhongji Xuchuang, a leading optical module company, saw its stock price surge nearly 16%, reaching a historical high and a market capitalization exceeding 600 billion yuan, driven by the global AI computing power expansion [4] - The company's growth is closely linked to the competitive landscape of the global AI computing power industry, benefiting from deep partnerships with tech giants like Google and Nvidia [4] Institutional Views - The development of AI technology is transitioning from computing power to application, marking a significant shift in the industry [5] - The semiconductor sector is expected to enter a new growth cycle, driven by increased demand for storage chips and semiconductor manufacturing [5] - The semiconductor materials industry is projected to experience a trend of rising volume and prices, presenting long-term investment opportunities [5]