TFC(SZ:300394) Xin Lang Cai Jing·2026-02-03 01:49Group 1 - The core viewpoint of the news is that the optical module sector is experiencing a significant rally, with leading companies like ZTE, New Fiber, and Tianfu Communication showing strong growth forecasts for 2025 due to increased global investment in computing infrastructure and high demand for optical modules and devices [1][2][5] - The companies have disclosed their 2025 annual performance forecasts, with Zhongji Xuchuang expecting a net profit of 9.8 billion to 11.8 billion yuan, New Fiber forecasting 9.4 billion to 9.9 billion yuan, and Tianfu Communication projecting 1.881 billion to 2.15 billion yuan [3][5] - The ChiNext AI ETF (159363) has seen a significant increase in trading volume, with a recent inflow of 150 million yuan, indicating strong investor interest in the sector [1][2] Group 2 - The ETF manager, Cao Xuchen, emphasizes that the optical module sector represents a clear industrial trend, benefiting from a loose liquidity environment that allows for upward performance and valuation channels [2][5] - The ChiNext AI ETF has approximately 60% of its portfolio allocated to computing power (including leading optical module companies) and about 40% to AI applications, positioning it well to benefit from the commercialization of AI technology [5][6] - The optical module sector is expected to maintain its leading position in the market, driven by strong expectations and low valuations, particularly in the context of market volatility [2][5]