In the afternoon, surged by 8.36%! The ChiNext Board Artificial Intelligence ETF Huabao (159363) leads the entire market A-share ETF.

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On the afternoon of April 8th, CPO optical modules continued to surge upward, with the leading optical module company Zhongji Xuchuang rising over 9%, hitting a new all-time high. Its total market value surpassed 750 billion yuan, and the ChiNext artificial intelligence ETF, which focuses on leading optical module companies, rose across the board.

Regarding optical modules, Western Securities pointed out that CPO is accelerating commercialization driven by industry leaders, with ongoing innovation in various technical routes such as LPO, NPO, and XPO. Currently in the early stage of industry acceleration, the next three years will be a key window for rapid increase in CPO industry penetration, as well as the gradual formation of supply chain patterns and industry value chain division of labor.

The ChiNext artificial intelligence ETF Huabao (159363), which focuses on leading optical module companies, and the over-the-counter connection (023407), directly benefit from the explosive growth of AI technology commercialization. From the track perspective, about 60% of the ChiNext AI ETF’s holdings are allocated to computing power (optical modules/CPO leaders), and about 40% are allocated to AI applications, representing not only the core of “computing power” but also true “AI application” representatives.

Daily Economic News

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