Xin Lang Cai Jing·2026-01-22 11:35Core Viewpoint - The AI and computing power sectors are experiencing a strong rebound, with the ChiNext AI index rising by 3% on January 22. Key stocks in the optical module sector, such as Zhongji Xuchuang and Tianfu Communication, saw significant gains, indicating a positive market sentiment towards AI applications and computing power [1][4][6]. Group 1: Company Performance - Tianfu Communication, a leader in the optical module sector, has forecasted a net profit of 1.881 billion to 2.150 billion yuan for 2025, representing a year-on-year growth of 40% to 60%. This growth is attributed to increased demand for high-speed optical devices driven by AI and global data center construction, along with cost reduction and efficiency improvements [3][8]. - Zhongji Xuchuang's stock rose by 5.72%, while Tianfu Communication's stock increased by 5.96%. Other companies like Jinxin Nuo and Guangku Technology also saw gains exceeding 5% [1][4]. Group 2: Market Trends and Investment Insights - The "Computing Power + AI Applications" ChiNext AI ETF (159363) saw a 3% increase, returning above all moving averages with a daily trading volume of 681 million yuan. The fund experienced a net inflow of 22 million shares on the last trading day, with cumulative purchases exceeding 1 billion yuan over the previous five days [1][6]. - Analysts from Tianfeng Securities are optimistic about the computing power industry chain, particularly in high-demand segments like optical modules. Meanwhile, Xinyi Securities noted significant upward revisions in profitability within the telecommunications sector, which may attract investor attention during earnings announcements [3][8]. - The AI application sector remains active, with insights from Jensen Huang comparing AI to a "five-layer cake," emphasizing the application layer as a key economic driver. CITIC Securities believes that AI applications will remain a primary focus through 2026, with domestic advantages in implementation pace and user scale, indicating substantial growth potential [3][8].