天孚通信午后暴涨16%！光模块异动拉升，创业板人工智能ETF（159363）涨超3%

Group 1 - The core viewpoint is that the AI optical module sector is experiencing significant growth, with major companies seeing stock increases of over 5%, and Tianfu Communication rising by 16% in the afternoon session [1] - The ETF focused on "computing power + AI applications" has seen a rise of over 3% in the afternoon, indicating potential for a new closing price historical high [1] - Guotai Junan Securities predicts that by 2026, AI applications will evolve from being usable to highly effective, with diverse business models emerging, positioning AI applications as a core theme in the AI industry market [1] Group 2 - The optical communication industry is witnessing strong demand, which is becoming a consensus, while the market is adjusting to previously crowded trading structures [1] - The performance cycle among companies reflects relative strengths and weaknesses, with leading companies continuously validating market microstructures through dynamic changes in market capitalization ratios [1] - Long-term, leading optical module companies are expected to leverage their first-mover advantages and delivery capabilities to expand their competitive edge [1]