Up 3% Against the Market! The ChiNext Artificial Intelligence ETF Huabao (159363) opens high and continues to rise

On April 3, the ChiNext AI sector bounced back against the trend, with fiber-optic concepts and optical modules seeing active performance. FiberHome Technology rose again by more than 12% to set a new high, while Founder Guoxin rose by more than 7%. Lattice Sun (长芯博创), Jiqiang Xuchuang (中际旭创), Tefuse Communication (天孚通信), and NeoPhotonics (新易盛) all surged by more than 4%.

For popular ETFs, the Huabao ChiNext AI ETF (159363), which leads in same-category scale and liquidity, opened higher and kept climbing, rising more than 3% against the trend. Its real-time trading value exceeded 370M yuan, and over the past five days, funds累计 added more than 100M yuan.

On the news front, the prices of fiber-optic and fiber-cable products have repeatedly hit new highs. The spot price of the mainstream G.652D standard single-mode fiber has already surpassed 105 yuan per fiber-kilometer, with a cumulative increase of more than 425%. The premium for high-end products is evident; G.654.E specialty optical fiber, which is suitable for AI compute infrastructure, has even risen to 240—260 yuan per fiber-kilometer. Meanwhile, advanced hollow-core fiber has climbed to 25k—50k yuan per fiber-kilometer. Overall, the fiber-optic and fiber-cable market shows a trend of “rising both volume and prices.”

According to a statement from CitiWind Securities (天风证券), with the situation of conflict in turmoil, it has affected market risk appetite and liquidity, and also caused expected disruptions to the AI technology industry. However, the firm remains firmly optimistic about investment opportunities in core targets in the compute-power industry chain. With AI driving the compute-power supply chain, core targets in the chain are expected to achieve relatively strong business growth. The strategy is to focus on core manufacturers in the industry chain. Among them, the overseas compute-power industry chain still remains highly energized; related companies’ quarterly reports continue to reflect strong AI-related demand, and the industry chain’s fundamentals are more strongly aligned.

Huabao’s ChiNext AI ETF (159363), which focuses on optical module leaders, along with its off-exchange linked product (023407), directly benefits from the growth dividend of the commercialization explosion of AI technology. From the track perspective, the ChiNext AI sector allocates about 60% of its positions to compute power (optical module/CPO leaders) and about 40% to AI applications. It’s not only about “compute power,” but also a true representative of “AI applications.”

Daily Economic News

(Editor: Dong Pingping ）

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