EOPTOLINK(SZ:300502) Xin Lang Cai Jing·2026-03-05 03:10Core Viewpoint - The A-share market has resumed its upward trend, with the hard technology broad-based ETF, "Shuang Chuang Long Tou ETF" (588330), showing significant activity and a price increase of over 3.7% in early trading, recovering the 5-day moving average [1][9]. Group 1: ETF Performance - The "Shuang Chuang Long Tou ETF" (588330) attracted 9.22 million yuan in a single day, indicating strong investor interest [1][9]. - The ETF's underlying index has achieved a cumulative increase of 60.86% year-to-date, outperforming major indices such as the ChiNext 50 (57.45%) and the Sci-Tech Innovation Index (46.30%) [4][12]. Group 2: Key Stocks Performance - Leading the gains, the optical module company Xinyi Sheng surged by 11.46%, with a net inflow of over 4.5 billion yuan, topping the A-share capital inflow rankings [5][13]. - Other notable performers include Jinghe Integrated (up 7.06%), and several companies in the semiconductor and electronic sectors, such as Zhongyuan Xiangchuang and Tuo Jing Technology, which saw increases of over 6% [2][5][13]. Group 3: Industry Insights - The upcoming NVIDIA GTC conference, scheduled for March 16-19, 2026, is expected to showcase significant advancements in AI computing power, including new GPU core parameters and breakthroughs in technology infrastructure [3][10]. - Guojin Securities expresses optimism regarding AI-PCB and core computing hardware, predicting explosive growth in ASIC numbers from major tech companies like Google, Amazon, and Microsoft between 2026 and 2027, driven by strong demand for AI [3][11].