As of 1:42 PM on April 16, technology leaders demonstrated strong performance, with the CSI Technology Leaders Index climbing 1.56%. Among its constituent stocks, Eoptolink Technology Inc., Ltd. led the gains with an increase of 7.48%, followed by Tianfu Communication rising 7.12% and Anker Innovation advancing 5.98%.
In the ETF space, Huabao Fund's Tech ETF (515000), a pioneer in tracking China's technology leaders, saw its on-market price rise 1.47%, approaching its previous record high set yesterday. Trading volume reached 741.033 million yuan.
Market developments indicate that the spot price of mainstream G.652.D single-mode optical fiber has surged over 400% in the past year, reaching its highest level in nearly seven years. According to forecasts by the Commodities Research Unit (CRU), the proportion of AI-related optical fiber demand is expected to rapidly increase from less than 5% in 2024 to between 30% and 35% by 2027.
Huaxi Securities noted that with the explosive growth in computing power demand and the continuous improvement in data interconnection rates between GPUs, upstream AI computing segments such as optical modules, storage, and optical fibers are experiencing a supply-demand dynamic that supports both volume and price increases. Currently, as first-quarter earnings reports are being released, sectors like optical modules demonstrate strong earnings certainty amid market fluctuations, remaining in a period of performance realization and retaining investment appeal.
For exposure to the technology boom, leading companies offer a strategic approach. Huabao Tech ETF (Ticker: 515000; Connect A: 007873; Connect C: 007874) tracks the CSI Technology Leaders Index. This index selects 50 large-scale, high-market-share companies with strong growth potential and significant R&D investment from technology sectors such as electronics, computer science, communications, and biotechnology in the Shanghai and Shenzhen markets, representing the core assets of A-share technology. Its risk-return profile is more balanced compared to single-sector technology products.
Data source: Shanghai and Shenzhen Stock Exchanges. Note: "Pioneer" refers to the first ETF tracking the CSI Technology Leaders Index.
ETF fee information: When subscribing for or redeeming fund shares, subscription and redemption agents may charge a commission of up to 0.5%. On-market trading fees are subject to the rates set by securities firms, with no sales service fee charged.
Connect fund fee details: For Huabao Tech ETF Connect A, the subscription fee is 1.00% for amounts below 1 million yuan, 0.60% for 1 million (inclusive) to 2 million yuan, and a flat fee of 1,000 yuan per transaction for 2 million yuan (inclusive) and above. The redemption fee is 1.50% for holdings under 7 days, 0.50% for 7 days (inclusive) to 180 days, and 0.00% for 180 days (inclusive) and above; no sales service fee is applied. Huabao Tech ETF Connect C charges no subscription fee; the redemption fee is 1.50% for holdings under 7 days and 0.00% for 7 days (inclusive) and above, with an annual sales service fee of 0.40%.
Risk disclosure: Huabao Tech ETF passively tracks the CSI Technology Leaders Index, which has a base date of June 29, 2012, and was launched on March 20, 2019. The index's constituent stocks are adjusted according to its compilation rules, and its historical backtested performance does not indicate future results. The index constituents mentioned are for illustrative purposes only; individual stock descriptions are not investment advice and do not represent the holdings or trading activities of any fund managed by the asset manager. The fund manager assesses this fund's risk level as R3-Medium Risk, suitable for Balanced (C3) and higher risk-profile investors. All information presented (including but not limited to stocks, commentary, forecasts, charts, indicators, theories, and any form of expression) is for reference only, and investors are responsible for their own investment decisions. Furthermore, any views, analyses, or predictions herein do not constitute investment advice of any kind to readers, and no liability is accepted for any direct or indirect losses resulting from the use of this content. Fund investments carry risks; past performance does not guarantee future results, and the performance of other funds managed by the fund manager does not assure the performance of this fund. Invest with caution.
MACD golden cross signals have formed, indicating positive momentum for several stocks.
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