Xin Lang Cai Jing·2025-12-22 02:41Group 1 - The core viewpoint of the news highlights the strong performance of AI computing power, particularly in the optical module CPO and optical communication sectors, with significant market gains observed [1] - As of 10:15, the 5G Communication ETF (515050) surged by 3.69%, while the AI-focused ChiNext ETF (159381) rose by 3.28%, indicating robust investor interest in these sectors [1] - The price of domestic G652D optical fibers has been steadily increasing since Q3, driven by overseas AI demand, leading to an 87.78% year-on-year increase in China's optical rod exports from January to November 2025 [1] Group 2 - LightCounting's latest report predicts that the optical module market will exceed $23 billion by 2025, with demand for many products, including optical modules, currently outpacing supply by twofold or more [1] - CITIC Securities remains optimistic about the AI computing power sector, noting that the demand for computing power is strong and the competition is ongoing, with a focus on both North American and domestic supply chains [1] - The domestic supply chain is expected to benefit from increased production capacity and the release of H200, which may accelerate the deployment of AI computing infrastructure [1] Group 3 - The ChiNext AI ETF (159381) tracks the ChiNext AI Index and has a significant weight in optical module CPOs, with the top three holdings being Zhongji Xuchuang (26.62%), Xinyi Sheng (19.35%), and Tianfu Communication (5.05%) [2] - The 5G Communication ETF (515050) focuses on the 5G communication theme index, with major holdings in companies like Zhongji Xuchuang and Xinyi Sheng [2] - The Cloud Computing 50 ETF (516630) tracks a cloud computing index with a high AI computing power content, covering various sectors including optical modules, data centers, and AI servers [2]