数据显示，截至2025年6月30日，创业板50指数(399673)前十大权重股分别为宁德时代(300750)、东方财 富(300059)、汇川技术(300124)、中际旭创(300308)、迈瑞医疗(300760)、新易盛(300502)、阳光电源 (300274)、胜宏科技(300476)、亿纬锂能（维权）(300014)、同花顺(300033)，前十大权重股合计占比 64.62%。 创50ETF(159681)，场外联接A：018482；联接C：018483；联接I：023024。 截至2025年8月13日 13:16，创50ETF(159681)上涨4.02%，冲击3连涨。跟踪指数成分股三环集团 (300408)上涨15.00%，新易盛(300502)上涨14.91%，中际旭创(300308)上涨10.60%，胜宏科技(300476)、 天孚通信(300394)等个股跟涨。 消息面上，光模块概念爆发，"易中天"大涨，股价再创历史新高。中金公司指出，大模型行业领军者正 通过技术迭代及客户粘性，使得追赶者不得不进行"算力抢筹"来避免被时代淘汰。北美模型更新迭代 +推理应用落地已在当下模型代际上实现初步闭环， ...

Core Viewpoint - The surge in institutional research on AI computing power companies indicates a strong market interest, driven by the anticipated growth in overseas demand for AI infrastructure and the impressive performance forecasts of domestic optical module companies [1][2][4]. Group 1: Institutional Research Activity - In July, institutions conducted approximately 12,000 research sessions on over 600 listed companies, with significant focus on the electronics, pharmaceuticals, and computing sectors [2]. - Among the most researched companies, Zhongji Xuchuang and Xinyisheng received 75 and 66 inquiries respectively, highlighting their prominence in the optical module sector [2]. - Zhongji Xuchuang's half-year profit forecast indicates a net profit of 3.6 billion to 4.4 billion yuan, reflecting a year-on-year increase of 52.64% to 86.57% [2]. Group 2: Performance and Market Trends - Xinyisheng's half-year profit forecast suggests a net profit of 3.7 billion to 4.2 billion yuan, representing a substantial year-on-year growth of 327.68% to 385.47%, attributed to ongoing investments in AI-related computing power [3]. - Following the performance forecasts, both Xinyisheng and Zhongji Xuchuang saw their stock prices increase by over 50%, while the optical module index rose by over 20% in July [4]. - North American CSP manufacturers are experiencing rapid demand growth, benefiting domestic optical module suppliers significantly amid the AI infrastructure investment wave [4]. Group 3: Future Outlook - Major overseas tech companies are ramping up investments in AI infrastructure, with Google planning to invest $25 billion in data centers and AI infrastructure over the next two years [4]. - Meta Platforms is also committing hundreds of billions to build multiple large data centers to support its AI development, with the first expected to be operational by 2026 [4]. - Fund managers express optimism about the ongoing technology market rally, noting that overseas internet and cloud computing companies are increasing their capital expenditure guidance for 2026 and beyond, recognizing the importance of AI in future competition [5].