On September 21, the GEM artificial intelligence ETF Huabao opened high and went low. As of press time, it rose 0.24%, with a turnover of 779 million yuan. In terms of capital flow, it received a net subscription of 149 million yuan last Friday. According to the news, Xinyisheng, the ETF's third-largest shareholder, said that at present, the company's 1.6T optical module products have entered the continuous release stage, and it is expected that the pace of shipment will continue to accelerate. Currently, the entire supply chain is still in a relatively tight state. The company has prepared goods in advance by signing lockdown agreements, prepayment, etc., to guarantee the supply of materials. Zhongtai Securities said that it continues to be clearly optimistic about the market in the optical module testing instrument sector. The core logic is that the test process brought about by technological iterations has risen sharply, driving demand to explode. Caida Securities believes that the optical module packaging and testing equipment industry is currently in an upward cycle of technological iteration driven by AI computing power. New technologies such as CPO and silicon light have brought clear room for equipment growth. Domestic substitution is still accelerating, and performance flexibility is sufficient. 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 connectivity.

On September 21, the GEM artificial intelligence ETF Huabao opened high and went low. As of press time, it rose 0.24%, with a turnover of 779 million yuan. In terms of capital flow, it received a net subscription of 149 million yuan last Friday. According to the news, Xinyisheng, the ETF's third-largest shareholder, said that at present, the company's 1.6T optical module products have entered the continuous release stage, and it is expected that the pace of shipment will continue to accelerate. Currently, the entire supply chain is still in a relatively tight state. The company has prepared goods in advance by signing lockdown agreements, prepayment, etc., to guarantee the supply of materials. Zhongtai Securities said that it continues to be clearly optimistic about the market in the optical module testing instrument sector. The core logic is that the test process brought about by technological iterations has risen sharply, driving demand to explode. Caida Securities believes that the optical module packaging and testing equipment industry is currently in an upward cycle of technological iteration driven by AI computing power. New technologies such as CPO and silicon light have brought clear room for equipment growth. Domestic substitution is still accelerating, and performance flexibility is sufficient. 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 connectivity.