Mei Ri Jing Ji Xin Wen·2025-12-22 02:38Group 1 - The core viewpoint of the news highlights a significant rise in the optical module sector, with major companies like Zhongji Xuchuang and Xinyi Sheng experiencing substantial stock price increases of 5.3% and 4.5% respectively [1] - The recent listings of domestic high-performance GPU companies, such as Moer Thread and Muxi Co., have positively impacted the optical module market, as these GPUs are essential for AI training and inference, necessitating high bandwidth for data center interconnections [1] - Looking ahead to 2026, there is an expectation of a new phase in overseas computing power, with continued investment in computing infrastructure and a potential increase in growth rates for optical modules and related supply chains [1] Group 2 - The first entrepreneurial board AI ETF (159363) has a significant focus on leading optical module companies, with over 56% of its holdings in this sector, and more than 70% of its portfolio allocated to computing power [2] - The entrepreneurial board AI ETF (159363) has a current scale exceeding 3.6 billion, with an average daily trading volume of over 600 million in the past month, ranking first among seven ETFs tracking the entrepreneurial board AI index [2]