Xin Lang Cai Jing·2026-01-22 02:04Group 1 - The core viewpoint of the news highlights the positive performance of the AI sector, particularly driven by the optical module CPO segment, with notable stock increases such as Tianfu Communication rising by 6% and Deepin Technology leading with a 7% gain [1][5] - The AI application sector is showing active performance, with multiple stocks, including Chinese Online and BlueFocus, experiencing gains of over 2% [1][5] - The entrepreneurial board AI ETF (159363) has seen a 2% increase in trading, with real-time transactions exceeding 150 million CNY and over 1 billion CNY added in the past five days [1][5] Group 2 - Tianfu Communication has released a profit forecast for 2025, estimating net profits attributable to shareholders between 1.881 billion CNY and 2.150 billion CNY, representing a year-on-year growth of 40% to 60% [1][5] - The growth is attributed to the accelerated development of the AI industry and the ongoing construction of global data centers, which have driven stable demand for high-speed optical device products [1][5] - The company’s continuous cost reduction and efficiency improvement in smart manufacturing have also contributed to revenue growth across its active and passive product lines [1][5] Group 3 - Tianfeng Securities expresses a strong outlook on investment opportunities within the core segments of the computing power supply chain, driven by AI, indicating potential for significant business growth [2][6] - The report emphasizes the high prosperity of the overseas computing power supply chain, with ongoing financial reports reflecting strong AI-related demand [2][6] - Industrial chain fundamentals are resonating strongly, particularly in the optical module sector, which is expected to attract more attention during the earnings disclosure period [2][6] Group 4 - The entrepreneurial board AI ETF is structured with approximately 60% of its portfolio focused on computing power (primarily optical modules) and about 40% on AI applications, representing both core computing power and true AI application sectors [7]