On August 26, GEM Artificial Intelligence ETF Huabao fell 0.59%, with a turnover of 1.04 billion yuan. In terms of redemption funds, it has received a net inflow for 5 consecutive days, with a total net subscription of 537 million yuan in the past 5 days, with the latest scale of 6.937 billion yuan. CITIC Securities said that the rapid development of AI artificial intelligence is driving the upgrading and iteration of optical module technology. New technologies such as optical chip rate upgrades, silicon light integration, and CPO architectures are jointly driving the iterative upgrading of optical module testing equipment, superimposing the rapid expansion of AI computing power infrastructure, and driving the “sharp rise in volume and price” of optical module test equipment. At present, international manufacturers are still relatively leading in the 1.6T high-end market, but domestic companies are catching up at an accelerated pace, and the gap continues to narrow. Optimistic about the long-term development of the domestic optical module industry. Half of the GEM AI ETF Huabao Tracking Index is focused on the optical module CPO sector, while the other half covers domestic computing power and AI software applications, 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 connectivity.

On August 26, the GEM Artificial Intelligence ETF Huabao fell 0.59%, with a turnover of 1.04 billion yuan. In terms of redemption funds, it has received a net inflow for 5 consecutive days, with a total net subscription of 537 million yuan in the past 5 days, with the latest scale of 6.937 billion yuan. CITIC Securities said that the rapid development of AI artificial intelligence is driving the upgrading and iteration of optical module technology. New technologies such as optical chip rate upgrades, silicon light integration, and CPO architectures are jointly driving the iterative upgrading of optical module testing equipment, superimposing the rapid expansion of AI computing power infrastructure, and driving the “sharp rise in volume and price” of optical module test equipment. At present, international manufacturers are still relatively leading in the 1.6T high-end market, but domestic companies are catching up at an accelerated pace, and the gap continues to narrow. Optimistic about the long-term development of the domestic optical module industry. Half of the GEM AI ETF Huabao Tracking Index is focused on the optical module CPO sector, while the other half covers domestic computing power and AI software applications, 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 connectivity.