During trading on June 17th, storage chips gained momentum and optical modules were active, with the ChiNext AI sector opening lower but closing higher. Among the gainers, Xiechuang Data led with a rise of over 11%, Shenzhen Longsys Electronics Co.,Ltd. (ASX: 301308) surged more than 7%, and Ingenic Semiconductor increased over 5%. Additionally, leading optical module companies such as Suzhou TFC Optical Communication Co., Ltd., Zhongji Innolight Co.,Ltd., and TFC Optical Communication Co., Ltd. also traded in positive territory.
In terms of popular ETFs, the ChiNext Artificial Intelligence ETF (159363), which ranks first in its category for size and liquidity, rose nearly 1% in on-exchange trading, marking its third consecutive daily gain. The fund has seen a cumulative net subscription of 2.5 billion yuan over the past five trading days.
Focus on Computing Power Hardware
Regarding computing power hardware, Morgan Stanley indicated that the AI sector continues to offer opportunities to discover growth with certainty. The prosperity and earnings growth rate of computing power hardware are expected to lead the entire market, with a focus on segments such as optical modules, PCBs, liquid cooling, and computing power leasing.
Analyst Perspectives
Guojin Securities also believes that strong AI demand is likely to sustain the upward trend in storage chip prices. With robust demand for AI in both the short and medium term, the firm's analysis suggests that core companies in AI computing hardware may see accelerated sequential performance in the second and third quarters, recommending attention to areas where earnings may exceed expectations.
Index Rebalancing Details
Furthermore, information on the rebalancing of the ChiNext Artificial Intelligence Index, effective from June 15th, shows the inclusion targets high-growth sectors: storage leader Shenzhen Longsys Electronics Co.,Ltd. (ASX: 301308) has been added, with its latest weight reaching 6.73%, making it the index's fourth largest constituent. Following this adjustment, the index's coverage of AI computing hardware has been further enhanced.
Notable Fund Metrics
It is noteworthy that as of June 12th, 2026, the ChiNext Artificial Intelligence ETF (159363) reached a latest size of 7.175 billion yuan, ranking first in the market for AI-themed funds focused on the STAR and ChiNext markets. Its average daily turnover over the past six months exceeded 900 million yuan, also leading the AI-themed fund segment in trading activity. The underlying index has an approximate 50% weighting in optical modules, a high concentration in leading stocks, and allocates roughly 30% of its portfolio to AI applications, positioning it as not only a core holding for computing power but also a representative of AI applications.
Investment Considerations
The ChiNext Artificial Intelligence ETF passively tracks the ChiNext Artificial Intelligence Index. The index has a base date of December 28, 2018, and was officially launched on July 11, 2024. Its annual performance from 2021 to 2025 was 17.57%, -34.52%, 47.83%, 38.44%, and 106.35%, respectively. The index's constituent stocks are adjusted periodically according to its rules, and its historical back-tested performance is not indicative of future results. The stocks mentioned are for illustrative purposes only; descriptions are not investment advice of any form and do not represent the holdings or trading intentions of any fund managed by the asset manager. The fund manager assesses this fund's risk level as R4 (Medium-High Risk), suitable for aggressive (C4) and higher risk-tolerance investors. The final suitability assessment should be based on the selling institution's opinion. Any information presented (including but not limited to stocks, commentary, forecasts, charts, indicators, theories, or any form of expression) is for reference only. Investors are responsible for their own investment decisions. Furthermore, any views, analysis, or predictions herein do not constitute investment advice to readers, and no liability is accepted for any direct or indirect losses arising from the use of this content. Fund investment carries risks. A fund's past performance does not guarantee future results, and the performance of other funds managed by the same manager does not constitute a guarantee of this fund's performance. Invest with caution.
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