Mei Ri Jing Ji Xin Wen·2025-12-13 02:22Group 1 - The CPO concept has seen a resurgence, with companies like Zhongji Xuchuang rising over 5% and reaching new market highs, while others like Xinyi Sheng and Taicheng Guang also experienced gains [1] - The U.S. government has announced that it will allow NVIDIA to sell its H200 AI chips to China, which will charge a fee per chip, potentially expanding domestic computing power demand and driving investment in related industries [1] - The optical module industry chain is facing a supply gap due to rapidly increasing computing power demand, with structural shortages in upstream optical chips and slow capacity ramp-up becoming critical constraints on industry development [1] Group 2 - The Huaxia (159381) ETF tracking the ChiNext AI Index has a significant weight of 56.7% in optical modules CPO, covering domestic software and AI application companies, indicating high elasticity [2] - The top three weighted stocks in the ETF are Zhongji Xuchuang (26.62%), Xinyi Sheng (19.35%), and Tianfu Communication (5.05%) [2] - The ETF has a low overall fee rate of only 0.20%, making it the lowest among similar products [2]