Four-Week Winning Streak! ChiNext AI Sector Stays Active, with ETF Inflows Hitting 370M Yuan in 5 Days. Optical Module Leaders Poised for Volume-Price Surge by 2026

Deep News19:14

On Friday (December 19), the artificial intelligence (AI) sector on the ChiNext board showed strong activity, with multiple component stocks rising, including Eoptolink Technology Inc.,Ltd. (300502), which gained over 2%. However, computing hardware like CPO optical modules saw mixed performance, with some stocks declining up to 5%.

In terms of popular ETFs, the largest and most liquid ChiNext AI ETF (159363) fluctuated during the day, briefly rising 1.79% before closing with a modest 0.32% gain. The ETF marked its fourth consecutive weekly gain, attracting over 370 million yuan in inflows over the past five days, with average daily turnover exceeding 600 million yuan—leading all AI-themed ETFs in fundraising and trading volume.

Recent catalysts for AI applications include: - On December 18, ByteDance’s Volcano Engine unveiled its Doubao large model 8, reporting a tenfold annual increase in daily token usage to 50 trillion. - Ant Group’s AI health app "Ant Afu," launched on December 15, saw downloads surge, now serving 15 million monthly active users with over 5 million daily health queries.

Industry analysts note that AI products with clear commercial applications are becoming mainstream. According to research, improving model capabilities, declining computing costs, and advancing Agent technology could make 2026 a breakout year for AI investment.

For optical modules, market demand driven by AI is exceeding expectations, with 1.6T module demand projected to double to 20 million units by 2026. Leading manufacturers like Eoptolink Technology Inc.,Ltd. are expanding production in Thailand, with capacity expected to ramp up in 2026, potentially boosting both volume and pricing.

Looking ahead, computing power remains a high-growth segment in tech. The ChiNext AI ETF (159363), heavily weighted in optical modules (over 56% exposure), has doubled year-to-date, outperforming peers. Investors may consider this ETF (and its off-exchange counterparts: Class A 023407, Class C 023408) to capitalize on AI-driven opportunities.

As of December 18, the ETF’s AUM exceeded 3.7 billion yuan, with the highest liquidity among seven tracking ETFs.

*Data source: SSE/SZSE. Risk disclosure: Past performance does not guarantee future results. Investment involves risks.

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