Xin Lang Ji Jin·2025-11-26 11:50Core Insights - The surge in optical module CPOs has led to a significant increase in the stock prices of leading companies in the sector, with "Yizhongtian" and "Zhongji Xuchuang" seeing notable gains [1][3] - The strong performance of the AI-themed ETF, which has over 54% exposure to optical modules, indicates a robust market sentiment and recovery in the AI sector [1][4] Market Analysis - Google's comprehensive technology ecosystem, including TPU chips and cloud applications, is strengthening its competitive position in AI, with Meta considering a substantial investment in Google's TPU for its data centers [3] - The necessity of optical modules in building large-scale AI computing clusters highlights their critical role in overcoming communication bottlenecks, thus becoming essential for both NVIDIA's GPUs and Google's TPUs [3] Future Outlook - The positive momentum in the AI industry, driven by model upgrades and increasing computing power demands, is expected to sustain high growth in the computing industry chain [3] - The first AI-themed ETF on the ChiNext market is recommended for investors, focusing on optical modules and capturing the AI computing market's potential [4]