“易中天”大涨，创业板成长ETF（159967）逆势上涨3%

Core Viewpoint - The communication industry is experiencing a recovery phase, with a notable increase in fund holdings in the optical module sector, driven by new technology iterations and upcoming performance forecasts [1] Group 1: Market Performance - The market saw a rebound after hitting a low, with the optical module sector experiencing significant gains, particularly in companies like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [1] - The Growth ETF for the ChiNext market (159967) rose over 3% [1] Group 2: Fund Holdings and Industry Outlook - Public fund data for Q4 2025 indicates a continued increase in holdings within the communication sector, with a focus on strengthening optical module allocations [1] - Guosheng Securities highlights that frequent new technology iterations in the optical module sector, such as OCS and coherent technology, are crucial for future valuation increases [1] Group 3: Future Events and Expectations - The sector is currently in a consolidation phase, but confidence in company performance is expected to rise with the release of Q4 2025 and Q1 2026 earnings forecasts [1] - Upcoming GTC and OSC meetings post-Spring Festival will focus on new products like 1.6T and 3.2T, which may further stimulate market activity [1]