During the morning session on the 20th, CPO optical modules surged significantly. Eoptolink Technology Inc.,Ltd. rose over 10%, hitting a new record high, while Zhongji Innolight gained more than 9%. Multiple stocks including Lightcomm Technology, Changxin Bocon, Lante Communications, and TFC Optical surged over 5%. The largest AI-focused ETF on the ChiNext Board, Huabao Fund's Artificial Intelligence ETF (159363), which heavily invests in optical modules, surged over 3% during the session. It is aiming for a third consecutive daily gain and may break out of its recent consolidation pattern.
Regarding the computing power chain including CPO optical modules, Tianfeng Securities noted that recent GTC and OFC conferences indicate Rubin's imminent launch, accelerating the iteration of optical communication. Overseas demand for computing power remains robust, with related companies' financial reports continuing to reflect strong AI-driven demand. Core overseas supply chains like optical modules show stronger fundamental resonance, maintaining a positive outlook on overseas computing power chain investment opportunities, especially key optical module manufacturers.
Computing power demand continues to rise, leading to price increases by cloud providers. Following hikes by Amazon and Google, Alibaba Cloud and Baidu Intelligent Cloud announced price increases. Alibaba Cloud's AI computing power and storage products will see increases of up to 34%, while Baidu Intelligent Cloud's prices will rise by approximately 30%. Kaiyuan Securities believes that the proliferation of AI applications may drive inference demand, combined with Nvidia's capacity constraints, rising hardware costs, and domestic substitution gaps, pushing the computing power leasing market into a "seller's market" where price increases may persist.
Huaxi Securities stated that AI remains a key investment theme. The current AI development phase is still in an accelerated scaling period. As the supply system for related computing chips diversifies, application development continues to accelerate token demand, and underlying computing infrastructure is still expanding. The firm remains optimistic about opportunities in computing power leasing and AIDC markets driven by increasing capital expenditure from CSP providers.
To capture opportunities in the AI theme, consider the ChiNext Board Artificial Intelligence ETF (159363) and its feeder funds (Class A: 023407, Class C: 023408), which provide exposure to both computing power and AI applications, directly benefiting from the commercialization boom of AI technology. The ETF allocates approximately 60% to computing power (including leading optical module and IDC companies) and about 40% to AI applications, representing not only core computing power but also genuine AI application exposure.
MACD golden cross signals have formed, indicating positive momentum for these stocks.
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