On Friday (January 30th), the computing power sector, including CPO optical modules, demonstrated strength against the broader market downturn, with the ChiNext AI segment surging to a new closing high. Among the constituent stocks, Zhishang Technology hit the 20% daily limit up, Taicheng Technology rose nearly 13%, Suzhou Tfc Optical Communication Co.,Ltd. surged nearly 11% to a record high, while Lante Technology, Eoptolink Technology, Focuslight Technologies Inc., Zhongji Innolight, and Changxin Bochen all posted gains exceeding 5%.
Regarding popular ETFs, the ChiNext Artificial Intelligence ETF (159363), which has a dual-strategy focus on "Computing Power + AI Applications," saw its场内 price increase by 2.76%, reaching a new closing high. It recorded substantial daily turnover of 916 million yuan, achieving an impressive ten consecutive weekly gains!
Analyzing comprehensive market information, the strength in CPO optical modules may be attributed to several key factors: Firstly, 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, with 17 of them projecting year-on-year growth in net profit (upper limit), accounting for over 80% of the total. Secondly, intensive catalysts from the AI industry! Recent密集 releases and upgrades of AI applications and large language models both domestically and internationally (such as Kimi, Qwen, Wenxin 5.0, Clawdbot, etc.) have persistently stimulated market expectations for demand in AI computing power infrastructure. Thirdly, clear high industry prosperity! Lightcounting predicts that the global Ethernet optical module market will maintain rapid growth (expected to increase 35% year-on-year in 2026), with the core driver being 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 the current development of the optical module sector. With the advancement of AIGC, the rapid increase in data volume on the inference side of large domestic and international models will further catalyze a substantial rise in the demand for computing power provided by optical modules.*
As AI development currently transitions from computing power construction to application implementation, the ChiNext Artificial Intelligence ETF (159363) and its场外联接 funds (Class A: 023407, Class C: 023408), which offer one-click exposure to both "Computing Power + AI Applications," stand to benefit more directly from the growth dividends of the AI technology commercialization explosion. In terms of sector allocation, the ChiNext AI index allocates approximately 60% of its weight to computing power (leading optical module companies + leading IDC providers) and about 40% to AI applications, positioning it not only as a core "computing power" play but also as a genuine representative of "AI applications." Data source: Shanghai and Shenzhen Stock Exchanges, etc. *Institutional views referenced from: Great Wall Securities "2026 Communications Annual Strategy: Riding the AI Wave, Continuously Optimistic about Facility Upgrades and Application Implementation"
ETF fund fee description: When investors subscribe for or redeem fund units, the subscription/redemption agency may charge a commission of up to 0.5%.场内 trading fees are subject to the actual charges by securities firms, and no sales service fee is charged.联接基金 fee description: The ChiNext AI ETF联接 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联接 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提示: The HuaBao ChiNext AI ETF is passively managed and tracks 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 composition of the index's constituent stocks is adjusted according to its compilation rules, and its backtested historical performance is not indicative of its future performance. The index constituents mentioned herein are for illustrative purposes only; descriptions of individual stocks do not constitute investment advice in any form, nor do they represent the holdings or trading动向 of any fund managed by the fund manager. The risk rating of this fund assessed by the fund manager is R4 - Medium-High Risk, suitable for Aggressive (C4) and above investors; the appropriateness matching opinion is subject to the selling institution. Any information appearing in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors are responsible for any independent investment decisions they make. Furthermore, any views, analyses, or forecasts in this article do not constitute investment advice of any form to the reader, and no liability is accepted for any direct or indirect losses arising from the use of the content herein. Fund investment carries risks; the past performance of a fund is not indicative of its future performance, and the performance of other funds managed by the fund manager does not guarantee the performance of this fund. Invest in funds with caution.
The MACD golden cross signal has formed, and these stocks are performing well!
Comments