Sou Hu Cai Jing·2026-01-22 02:43Core Viewpoint - The performance expectations in the optical module CPO sector are driving the rise of the AI sector in the ChiNext market, with significant gains in stocks like Tianfu Communication and AI application companies like Deepin Technology [1] Group 1: Market Performance - The ChiNext AI sector rose over 1%, with Tianfu Communication up 6%, Zhongji Xuchuang up over 2%, and Xinyi Sheng up over 1% [1] - The ChiNext AI ETF (159363) saw a 2% increase, with real-time transactions exceeding 150 million yuan and over 1 billion yuan added in the past five days [1] Group 2: Company Performance - Tianfu Communication announced a profit forecast for 2025, expecting net profit attributable to shareholders to be between 1.881 billion yuan and 2.150 billion yuan, representing a year-on-year growth of 40% to 60% [1] - The growth is attributed to the accelerated development of the AI industry and the ongoing global data center construction, which has driven stable demand for high-speed optical device products [1] Group 3: Industry Insights - Tianfeng Securities expresses optimism about investment opportunities in the core players of the computing power supply chain, driven by AI-related demand [2] - The communication industry has seen a low increase in stock prices despite strong earnings forecasts, indicating potential for capital inflow during the earnings disclosure period [2] - The ChiNext AI ETF is positioned to benefit directly from the commercialization of AI technology, with approximately 60% of its portfolio in computing power and 40% in AI applications [2]