During the morning session on the 26th, ChiNext artificial intelligence continued to rise against the market trend and reached new highs! Component stocks showed high momentum, with optical module leader Suzhou Tfc Optical Communication Co.,Ltd. hitting the 20CM daily limit boosted by strong earnings performance! Additionally, AI applications remained active against the market downturn, with Runhe Software surging over 9%, while SoftTone Technologies, Creative Information, CheerLand Technology, eChineseLearning, and Yealink Network Technology among others rose more than 3% against the market.
Regarding popular ETFs, the ChiNext AI ETF (159363), which has the largest scale and outstanding liquidity tracking the same underlying index, rebounded after an initial dip and once surged over 1% intraday to refresh listing highs, with real-time trading volume rapidly expanding to over 270 million yuan!
On the news front, Suzhou Tfc Optical Communication Co.,Ltd. announced that the company achieved operating revenue of 2.456 billion yuan in the first half of the year, a year-over-year increase of 57.84%; net profit attributable to shareholders reached 899 million yuan, up 37.46% year-over-year. During the reporting period, the artificial intelligence industry accelerated development, and global data center construction drove sustained and stable growth in demand for high-speed optical device products, which in turn boosted revenue growth for the company's active and passive product lines. In terms of stock price, Suzhou Tfc Optical Communication Co.,Ltd. has gained nearly 100% year-to-date.
Guosheng Securities stated that the entire computing power industry investment has entered a white-hot stage, with domestic and international CSP giants' capital expenditure clearly tilting toward AI computing power. Market trends in optical communications and recent liquid cooling computing infrastructure indicate that the computing power sector is truly welcoming a spring of growth. The firm strongly recommends computing power industry chain leaders such as optical module industry leaders, and suggests focusing on optical devices and other infrastructure supporting equipment.
Looking at medium to long-term market performance, computing power hardware centered on optical modules has frequently risen, with ChiNext AI, which has over 41% optical module content, continuously leading this round of AI market trends. Statistically, ChiNext AI has rebounded over 100% from its year-to-date historical low, significantly outperforming similar AI indices such as CS AI and STAR AI. ChiNext AI continues to show excess performance, warranting focused attention on positioning opportunities!
Note: The statistical period is from April 8, 2025 to August 25, 2025. The ChiNext AI index has a base date of December 28, 2018, and was released on July 11, 2024. The ChiNext AI index's annual gains and losses from 2020-2024 were: 20.1%, 17.57%, -34.52%, 47.83%, and 38.44% respectively. The index constituent composition is adjusted timely according to the index compilation rules, and historical backtesting performance does not indicate future index performance.
To capture core opportunities in computing power + applications, focus attention is recommended on the market's first ChiNext AI ETF Huabao (159363) and its off-exchange feeder funds (Class A 023407, Class C 023408). The underlying index allocates approximately 70% to computing power and 30% to AI applications, efficiently capturing AI thematic trends, with key positioning in optical module leaders, containing over 41% optical module content.
As of August 25, 2025, the ChiNext AI ETF (159363) reached a latest scale of over 3.2 billion yuan, hitting a new high since listing, with average daily trading exceeding 300 million yuan over the past month, ranking first among the 6 ETFs tracking the ChiNext AI index.
Data source: Shanghai and Shenzhen Stock Exchanges, etc. Note: "Market's first" refers to the first ETF tracking the ChiNext AI index.
Risk Warning: ChiNext AI ETF Huabao passively tracks the ChiNext AI index, which has a base date of December 28, 2018, and was released on July 11, 2024. The ChiNext AI index's annual gains and losses from 2020-2024 were: 20.1%, 17.57%, -34.52%, 47.83%, and 38.44% respectively. The index constituent composition is adjusted timely according to the index compilation rules, and historical backtesting performance does not indicate future index performance. Individual stocks mentioned in the article are for display purposes only, and individual stock descriptions do not constitute any form of investment advice, nor do they represent holding information and trading activities of any fund under the manager. The fund manager assesses this fund's risk level as R4-medium-high risk, suitable for aggressive (C4) and above investors, with appropriateness matching opinions subject to sales institutions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors must be responsible for any autonomous investment decisions. Additionally, any views, analyses, and predictions in this article do not constitute investment advice in any form to readers, nor do they bear any responsibility for direct or indirect losses caused by using the content of this article. Fund investment carries risks, and past performance of funds does not represent future performance. Performance of other funds managed by the fund manager does not constitute a guarantee of fund performance. Fund investment requires caution.
MACD golden cross signal formed, these stocks show good upward momentum!
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