天天基金网·2025-09-11 08:47Core Viewpoint - The A-share market is experiencing a significant rally, with the ChiNext index reaching a new high and driven by strong performance in the optical module sector, particularly companies like Victory Technology, Zhongji Xuchuang, and Xinyi Technology [3][4][6] Market Performance - The ChiNext index surged over 5%, breaking through the 3050-point mark, while the Shanghai Composite Index rose by 1.65% and the Shenzhen Component Index increased by 3.36% [3][4] - Over 4100 stocks in the Shanghai and Shenzhen markets closed in the green, with a total trading volume of 2.46 trillion yuan [3] Key Contributors - Victory Technology, Zhongji Xuchuang, and Xinyi Technology were the top three contributors to the ChiNext index's gains, with increases of over 18% and 13% respectively [4][5] Driving Factors - Recent developments in AI and cloud computing have catalyzed the optical module sector, with significant contracts signed by companies like Nebius and Oracle, leading to a surge in demand for AI computing infrastructure [6][7] - Oracle reported a backlog of orders reaching $455 billion, indicating strong demand primarily driven by AI inference capabilities [6] Investment Themes - Besides computing power, the battery sector is also highlighted as an investment theme, particularly solid-state batteries, which are expected to see significant advancements and support from domestic policies [8][9] - A recent report from Morgan Stanley indicates that over 90% of investors are willing to increase their exposure to the Chinese market, marking the highest interest level since 2021 [9]