ETF日报 | CPO概念再度暴涨，天孚通信一度20CM涨停！科技行业“又行了”？

Communication Sector - Moore Threads officially listed on the Sci-Tech Innovation Board on December 5, focusing on the research, design, and sales of GPUs and related products, aiming to provide computing acceleration platforms for AI and high-performance computing fields [2] - Guosheng Securities indicates a new round of capacity release in the optical module sector, with expectations for performance growth starting in Q1 2026, despite initial challenges in yield and cost control [2] - The Communication ETF Guangfa (159507) rose by 4.67% today, reflecting positive market sentiment in the communication industry [2] ChiNext Index - As of the end of November 2025, there are 1,117 "specialized and innovative" small giant companies listed, with 420 on the ChiNext, making up 37.60% of the total [3] - ChiNext has consistently shown higher revenue and net profit growth rates compared to the CSI 300 and CSI 500, indicating strong growth potential [3] - The ChiNext ETF Guangfa (159952) increased by 2.60%, while the Double Innovation 50 ETF Enhanced (588320) rose by 2.98%, showcasing investor interest in innovative companies [3] National Chip Index - Amazon's AWS launched its first 3nm AI chip, Trainium3, and is developing the next-generation Trainium4, which will support NVIDIA's NVLink Fusion technology [4] - Jianghai Securities believes that the performance of AI chips is crucial for the future economic landscape, and the domestic AI chip market is expected to expand significantly [4] - The Chip ETF Longtou (159801) saw a 2.40% increase today, reflecting optimism in the semiconductor industry [4] Coal Sector - Kaisheng Securities notes that many coal companies maintain a high dividend payout policy, with six listed coal companies announcing mid-term dividend plans [6] - The coal sector is viewed as having both cyclical and dividend attributes, with a favorable investment timing as the fundamentals reach a turning point [6] - The Energy ETF Guangfa (159945), which tracks the CSI All-Index Energy Index, is gaining attention from investors [6] Dividend Index - Guojin Securities reports that the demand for stable cash flow assets has increased among long-term funds, with over 410 billion yuan allocated to equity investments by insurance companies in the first three quarters of 2025 [7] - The largest central enterprise dividend ETF (560700) has a recent scale of 5.82 billion yuan, while the high-dividend ETF Guangfa (159589) has seen a 53% increase in shares year-to-date [7]