ETF盘前资讯 | 创业板人工智能ETF（159363）单日吸金1.5亿元！光模块爆发式引领AI行情，海外算力或迎“空中加油”

Core Viewpoint - The recent surge in the AI-themed market, particularly in optical modules, is driven by strong performance from leading companies and increasing demand for high-performance GPUs used in AI applications [1][3]. Group 1: Market Performance - The optical module CPO has seen a significant breakout, with the ChiNext AI index rising by 5%, led by companies like LianTe Technology and XinYiSheng, which saw stock price increases of 20% and over 9% respectively [1]. - The largest and most liquid ChiNext AI ETF (159363) successfully rebounded, closing up 5% with a trading volume of 779 million yuan, indicating strong investor interest [1][2]. Group 2: Industry Drivers - The demand for 800G and 1.6T optical modules is expected to grow significantly, with predictions of global market size exceeding $37 billion by 2029, and a doubling of shipments for 800G modules by 2025 [3]. - Companies like Moer Thread and Muxi Co. are enhancing the optical module market's outlook due to their high-performance GPUs, which require extensive optical module deployment for efficient data center communication [3]. Group 3: Future Outlook - The optical module and related supply chain are anticipated to enter a new growth phase, with significant capital expenditures from North American CSPs and sustained high growth in GPU orders from Nvidia [4]. - The ChiNext AI ETF (159363) is positioned to capture opportunities in the optical module sector, with over 56% of its holdings in leading optical module companies [4].