Optical Modules: The Cornerstone of NVIDIA GPUs and Google TPUs! AI ETF (159363) with Over 54% Optical Exposure Rises Over 2%

Deep News11-26

In early trading on November 26, optical module and CPO (Co-Packaged Optics) stocks surged, with InnoLight leading gains of over 4%, followed by Accelink, Eoptolink, and others rising more than 3%. Among popular ETFs, the AI-focused ETF (159363), which has over 54% exposure to optical modules, opened lower but climbed steadily, with its intraday price rising over 2% and breaking through all key moving averages. Trading volume quickly exceeded 200 million yuan.

Recent debates around Google's TPUs and NVIDIA's GPUs highlight the critical role of optical modules in overcoming communication bottlenecks for large-scale AI computing clusters. Whether it's Google's TPU architecture based on 3D Torus and OCS or NVIDIA's GPU setup leveraging NVLink and CLOS networks, optical modules serve as the "information highways" within data centers, ensuring computing potential is fully realized. Thus, optical modules have become a shared foundation for both AI computing giants.

The fund manager of AI ETF (159363) noted that as U.S. stocks show signs of a bottom rebound, though volatility may persist, the worst downtrend may be over. Tech-focused ETFs now present strong allocation opportunities. Meanwhile, A-shares in high-valuation sectors remain range-bound, while low-valuation sectors have adjusted sufficiently. From a valuation perspective, the market has reached an attractive entry point, making AI ETF (159363)—with its heavy weighting in optical modules—an ideal choice for growth-oriented exposure.

To capitalize on core opportunities in computing power and AI applications like optical modules, investors may consider AI ETF (159363) and its linked funds (Class A: 023407, Class C: 023408). The underlying index emphasizes leading optical module players, with over 54% allocation to the sector. The ETF allocates over 70% to computing power and more than 20% to AI applications, efficiently capturing AI-driven market trends. (Data as of October 31, 2025.)

Risk Disclosure: The ETF passively tracks the ChiNext AI Index, which was established on December 28, 2018, and launched on July 11, 2024. Historical performance (2020-2024) shows annual returns of 20.1%, 17.57%, -34.52%, 47.83%, and 38.44%, respectively. Index constituents are adjusted per its rules, and past performance does not guarantee future results. Stock mentions are for illustrative purposes only and do not constitute investment advice or reflect fund holdings. The fund is rated R4 (high risk) and suitable for aggressive (C4) investors. Investors should make independent decisions and bear all risks. No liability is assumed for direct or indirect losses arising from the use of this information.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment