On October 23, the volume of the GEM artificial intelligence ETF Huabao surged 4.12%, ranking first in its class with a turnover of 1.28 billion yuan. In terms of capital flow, net subscriptions have been obtained for two consecutive days, with the latest scale of 6.1 billion yuan. According to the news, this afternoon, Zhongji Xuchuang, Xinyisheng, Tianfu Communications, Guangxun Technology, Yuanjie Technology, and Unicom Instruments issued announcements. The stock prices of these companies rose in a straight line one after another, and market sentiment picked up. Cathay Pacific Haitong pointed out that the recent launch of USFP optical modules by Nvidia and Cisco further clarifies the trend of upgrading high-speed optical interconnections to single-channel 400G, high density and low power consumption, which is expected to drive technological iteration and value increase in next-generation optical modules and supporting high-speed testing and precision packaging equipment. Dongwu Securities said that with the expansion of domestic demand for optical modules and the increase in demand for autonomous and controllable controls, high-end cooling materials and modules are expected to usher in domestic replacement opportunities. Huayuan Securities believes that the global AI computing power boom is still at a high level. Continued upgrading of optical interconnection technology will continue to drive demand for optical modules, and the related industry chain is expected to continue to benefit. According to data, half of the weight of the GEM Artificial Intelligence ETF Huabao Tracking Index is concentrated in the optical module CPO sector, while the other half covers domestic computing power and AI software application fields, forming a balanced layout of “hardware+application”. Seize AI-themed opportunities in all aspects and focus on Huabao, the first GEM artificial intelligence ETF in the market, and OTC linked funds.

On October 23, the volume of the GEM artificial intelligence ETF Huabao surged 4.12%, ranking first in its class with a turnover of 1.28 billion yuan. In terms of capital flow, net subscriptions have been obtained for two consecutive days, with the latest scale of 6.1 billion yuan. According to the news, this afternoon, Zhongji Xuchuang, Xinyisheng, Tianfu Communications, Guangxun Technology, Yuanjie Technology, and Unicom Instruments issued announcements. The stock prices of these companies rose in a straight line one after another, and market sentiment picked up. Cathay Pacific Haitong pointed out that the recent launch of USFP optical modules by Nvidia and Cisco further clarifies the trend of upgrading high-speed optical interconnections to single-channel 400G, high density and low power consumption, which is expected to drive technological iteration and value increase in next-generation optical modules and supporting high-speed testing and precision packaging equipment. Dongwu Securities said that with the expansion of domestic demand for optical modules and the increase in demand for autonomous and controllable controls, high-end cooling materials and modules are expected to usher in domestic replacement opportunities. Huayuan Securities believes that the global AI computing power boom is still at a high level. Continued upgrading of optical interconnection technology will continue to drive demand for optical modules, and the related industry chain is expected to continue to benefit. According to data, half of the weight of the GEM Artificial Intelligence ETF Huabao Tracking Index is concentrated in the optical module CPO sector, while the other half covers domestic computing power and AI software application fields, forming a balanced layout of “hardware+application”. Seize AI-themed opportunities in all aspects and focus on Huabao, the first GEM artificial intelligence ETF in the market, and OTC linked funds.