光模块龙头跌超5%，资金逢跌布局创业板人工智能！11年前最牛赛道卷土重来，网宿科技大涨超12%！

Market Overview - On February 11, the CPO optical module and AI applications experienced a pullback, with the ChiNext AI index dropping nearly 2% during intraday trading. Huace Film & TV led the decline with over a 10% drop, while several stocks like Xinyisheng and Zhongji Xuchuang fell more than 5% [1][6] - Notably, the IDC sector saw a resurgence, with Wangsu Technology surging over 12%, and stocks like Aofei Data and Capital Online rising more than 4% [1][6] ETF Performance - The ChiNext AI ETF (159363), which focuses on "computing power + AI applications," saw its price dip by 2% at one point, with real-time transactions exceeding 350 million yuan and a net subscription of 16 million units during the trading session [1][6] - The ETF's portfolio is approximately 60% allocated to computing power (including leading optical module and IDC companies) and about 40% to AI applications, representing both the core of "computing power" and true "AI applications" [3][8] AI Industry Insights - The recent launch of the AI video generation model Seedance 2.0 by ByteDance has gained significant attention, capable of creating cinematic-quality videos from text or images in just 60 seconds. This model is expected to drive the AI multi-modal industry chain, potentially catalyzing a rebound in AI applications [3][8] - The demand for computing power is anticipated to increase significantly due to the large-scale token consumption driven by large models, benefiting upstream hardware infrastructure [3][8]