截至12月05日14:11，创50ETF（159681.SZ）上涨1.60%，其关联指数创业板50（399673.SZ）上涨 1.56%；主要成分股中，东方财富上涨5.14%，宁德时代上涨1.39%，阳光电源上涨2.69%，天孚通信上 涨6.19%，指南针上涨9.44%。 消息面上，CPO概念板块持续走强带动创业板成长股表现活跃，创50指数成分股中指南针、同花顺、东 方财富等互联网券商板块权重股同步上涨。 券商研究方面，方正证券指出，AI算力景气度持续高增将带动高端服务器、光模块等硬件设施技术迭 代；西部证券进一步强调，技术升级上，率先进入硅光光模块大批量量产的公司有望享受行业加速期的 高毛利，以及受益于行业份额的巩固和聚拢。供需关系上，头部硅光模块厂商有望得到供应链端的供应 优先保障，核心物料如硅光芯片、CW光源等环节的厂商有望加速国产化替代，实现份额突破。 "超强宽基"创50ETF囊括CPO核心标的+固态电池链龙头+互联网券商，估值分位在主流宽基中处于低 位，景气高增有望迎来双击！ 关联产品： 创50ETF（159681），联接基金（A类 018482，C类 018483，I类 023024） 关联个股： ...

Group 1 - The Shenzhen Municipal Committee emphasized the importance of deepening reforms and expanding openness, particularly in education, technology, and finance, which may positively impact the technology and finance sectors within the ChiNext 50 Index [1] - The ChiNext 50 ETF (159681) saw a rise of 1.36%, with significant gains from major constituents such as CATL (3.32%), East Money (2.77%), and Tonghuashun (2.86%) [1] - Shanxi Securities reported that the ChiNext Index outperformed the CSI 300 Index with a weekly increase of 2.32%, driven by strong performance in the non-bank financial sector, which is linked to the rise of stocks like East Money and Tonghuashun [1] Group 2 - The current valuation of the brokerage sector remains at historical lows, but there are potential risks from macroeconomic data and the pace of capital market reforms that could affect the volatility of the ChiNext 50 Index [1] - The active performance of related stocks on the same day indicates a positive market sentiment influenced by the recent policy direction [1]