天孚通信冲击涨停，高“光”+低费率创业板人工智能ETF华夏（159381）盘中涨超5%，近5日强势吸金1.38亿元

Group 1 - The optical module industry is experiencing strong market performance, with the optical module CPO concept stocks accounting for over 56% of the market, and the AI ETF Huaxia (159381) seeing a price increase of over 5% during trading [1] - The AI ETF has attracted significant capital, with a total inflow of over 138 million yuan in the past five days [1] - Marvell Technology is making a strategic acquisition of Celestial AI for $3.25 billion in cash and stock, with the total deal value potentially rising to $5.5 billion if revenue milestones are met, focusing on photonic interconnect technology to address AI computing power bottlenecks [1] Group 2 - The overall outlook for the optical module industry remains positive, with overseas optical module and chip manufacturers exceeding performance expectations [2] - Coherent reported a quarterly revenue of $1.58 billion, surpassing market expectations of $1.54 billion, while Lumentum's revenue reached $534 million, exceeding the consensus estimate of $526 million and showing a year-on-year growth of 58.4% [2] - The strong performance of leading optical communication companies reflects the growing demand for optical components driven by AI data centers and data center interconnects [2]