光模块概念股大涨，南方基金旗下创业板人工智能ETF南方(159382)拉升上涨2.66%，机构称全球AI或继续共振

Group 1 - The Southern AI ETF (159382) has seen a rise of 2.66% as of February 24, 2026, with a turnover of 5.51% and a transaction volume of 126 million yuan [1] - Key stocks in the ChiNext AI Index include Runze Technology, which increased by 15.23%, Tianfu Communication by 14.94%, and Beijing Junzheng by 14.34% [1] - Major companies like ByteDance, Alibaba, Tencent, and Baidu are heavily involved in the Spring Festival Gala, integrating AI capabilities into program production and user interaction to educate and cultivate user habits [1] Group 2 - Open Source Securities predicts a significant "siphon effect" from AI in 2026, with global AI continuing to resonate [2] - Major overseas companies like Google and Meta are increasing their AI capital expenditure, with Google's Gemini model showing a substantial rise in token consumption [2] - The optical module sector is expected to grow, driven by increased AI-related capital investments from major CSPs, with a focus on network connectivity essential for computing clusters [2] Group 3 - The Southern AI ETF closely tracks the ChiNext AI Index, which reflects the stock price changes of listed companies related to the AI theme [3] - The top ten weighted stocks in the index include Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and others [3]