Venture(US:VEMLY) Xin Lang Cai Jing·2026-01-30 05:24Group 1 - The core viewpoint of the news highlights a significant surge in the artificial intelligence sector within the ChiNext market, particularly in optical module CPO concept stocks, with notable gains from companies like Zhishang Technology and Tianfu Communication [1][6] - The ChiNext artificial intelligence ETF, Huabao (159363), experienced a 3% increase in market price, reaching a trading volume exceeding 600 million yuan, indicating strong investor interest [1][6] Group 2 - According to Lightcounting's forecast, the global Ethernet optical module market is expected to grow rapidly, with a projected 35% year-on-year increase to reach 18.9 billion USD by 2026, and further growth anticipated to exceed 35 billion USD by 2030 [3][8] - The primary growth drivers for this market include the strong demand for Ethernet switches and high-speed optical modules due to AI infrastructure development, as well as the promotion of optical interconnect technology in AI scale-up networks [3][8] - Longcheng Securities emphasizes that the demand for optical modules driven by data center traffic explosions remains a core growth driver, with the rapid increase in data volume from domestic and international large model inference further catalyzing the demand for optical module computing power [3][8] - The ChiNext artificial intelligence ETF (159363) is positioned to benefit directly from the commercialization explosion of AI technology, with approximately 60% of its portfolio allocated to computing power (leading optical module and IDC companies) and 40% to AI applications [3][8]