On Friday (January 30th), the computing power sector, including CPO optical modules, defied the broader market downturn to post strong gains, with the ChiNext Artificial Intelligence index surging to a new closing high. Among constituent stocks, Zhishang Technology hit the 20% daily limit-up, Taichenguang rose nearly 13%, and Tianfu Communication jumped close to 11% to reach a new historical high. Other notable gainers included Liante Technology, Xinyisheng, Guangkukeji, Zhongji Innolight, and Changxin Bocreat, all climbing over 5%.
Regarding popular ETFs, the ChiNext AI ETF (159363), which strategically invests across both "Computing Power and AI Applications," closed up 2.76% to set a new record closing price. The fund saw substantial daily trading volume of 916 million yuan, marking its tenth consecutive weekly gain.
Synthesizing market information, the strength in CPO optical modules can be attributed to several key factors: 1. Robust Fundamental Performance! According to Choice data, as of January 29th, 21 A-share CPO optical module concept stocks had disclosed their 2025 performance forecasts. Among these, 17 are projected to achieve year-on-year growth in net profit (upper limit), accounting for over 80% of the total. 2. Intensive AI Industry Catalysts! Recent frequent releases and upgrades of AI applications and large language models (such as Kimi, Qianwen, Wenxin 5.0, Clawdbot, etc.) both domestically and internationally have persistently fueled market expectations for demand in AI computing infrastructure. 3. Clearly Defined High Industry Prosperity! Lightcounting forecasts that the global Ethernet optical module market will maintain rapid growth (projected 35% year-on-year growth in 2026). The core driver is strong demand stemming from AI infrastructure construction, particularly the widespread application of high-speed optical modules in AI data centers and networks. Looking ahead, Great Wall Securities indicated that the demand for optical modules driven by explosive data traffic growth in data centers remains the core driver for current optical module development. With the advancement of AIGC, the rapid increase in inference-side data volume for large domestic and international models will further catalyze a significant surge in the demand for computing power provided by optical modules.* The current AI development phase is transitioning from computing power construction to application deployment. The ChiNext AI ETF (159363) and its off-exchange counterparts (Class A: 023407, Class C: 023408), which offer one-click exposure to both "Computing Power and AI Applications," stand to benefit more directly from the growth dividends of the AI technology commercialization boom. In terms of sector allocation, the ChiNext AI ETF allocates approximately 60% of its portfolio to computing power (leading optical module and IDC companies) and about 40% to AI applications, positioning it not only as a core "computing power" play but also as a genuine representative of "AI application" investment. Data source: Shanghai and Shenzhen Stock Exchanges, etc. *Institutional viewpoint reference source: Great Wall Securities "2026 Communications Annual Strategy: Riding the AI Wave, Continuously Optimistic about Infrastructure Upgrades and Application Deployment". ETF Fund Fee Description: When investors subscribe for or redeem fund units, subscription/redemption agents may charge a commission of up to 0.5%. On-market trading fees are subject to the actual charges by securities firms; no sales service fee is charged. Connecting Fund Fee Description: The ChiNext AI ETF Initiation Connecting Fund Class C does not charge a subscription fee; the redemption fee is 1.5% within 7 days, and 0% for 7 days (inclusive) or more; the sales service fee is 0.3%. For the ChiNext AI ETF Initiation Connecting Fund Class A, the subscription fee is 1% for amounts below 1 million yuan, 0.6% for 1 million (inclusive) to 2 million yuan, and 1,000 yuan per transaction for 2 million yuan (inclusive) or above; the redemption fee is 1.5% within 7 days, and 0% for 7 days (inclusive) or more; no sales service fee is charged. Risk Disclosure: The HuaBao ChiNext AI ETF is a passively managed fund tracking the ChiNext Artificial Intelligence Index. The base date for this index is December 28, 2018, and its release date is July 11, 2024. The annual performance (gain/loss %) of the ChiNext Artificial Intelligence Index from 2021 to 2025 was: 17.57%, -34.52%, 47.83%, 38.44%, and 106.35%, respectively. The index constituents are adjusted according to its compilation rules; its backtested historical performance is not indicative of its future performance. The index constituents mentioned are for illustrative purposes only; descriptions of individual stocks are not intended as investment advice in any form and do not represent the holdings or trading动向 of any fund managed by the management company. The fund manager assesses this fund's risk rating as R4 - Medium-High Risk, suitable for Aggressive (C4) and higher risk-profile investors. The appropriateness matching opinion is subject to the final assessment by the selling institution. Any information appearing in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, and any form of expression) is for reference only. Investors are solely responsible for any independent investment decisions. Furthermore, any views, analyses, or forecasts herein do not constitute investment advice of any kind to the reader, and no liability is accepted for any direct or indirect losses arising from the use of this content. Fund investment carries risks. The past performance of a fund is not indicative of its future performance. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Investors should exercise caution when investing in funds.
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