Meningkat 8,36% di sore hari! ETF AI pasar modal ChiNext Huabao (159363) memimpin seluruh pasar ETF saham A

8 April sore, CPO optical modules continued to surge upward, the leading optical module company Zhongji Xuchuang rose over 9%, hitting a new historical high, with total market value surpassing 750 billion yuan, and the ChiNext artificial intelligence ETF focusing on optical modules all rose across the board. Regarding popular ETFs, the ChiNext artificial intelligence ETF Huabao (159363), which has the largest scale and liquidity in its category, opened high and rose sharply by 8.36%, ranking first in the real-time gain list of A-share ETFs in the entire market, with real-time trading exceeding 800 million yuan.

In terms of optical modules, Western Securities pointed out that CPO is accelerating commercial use driven by industry leaders, with the industry innovating multiple technical routes such as LPO, NPO, and XPO. Currently in the early stage of industry acceleration, the next three years will be a key observation window period for rapid increase in CPO industry penetration rate, and the gradual formation of supply chain patterns and industry chain value division of labor.

The ChiNext artificial intelligence ETF Huabao (159363), which focuses on leading optical modules, and over-the-counter connection (023407), directly benefit from the growth dividends of AI technology commercialization explosion. From the track perspective, about 60% of the ChiNext artificial intelligence allocation is in computing power (optical modules/CPO leaders), and about 40% in AI applications, representing not only the “computing power” core but also the true “AI application” representative.

Daily Economic News