On November 5, as of midday trading, the GEM artificial intelligence ETF Huabao had an increase of 0.57%, with a turnover of 745 million yuan. Recently, the optical module Zhongji Xuchuang has become another big hit in the eyes of some institutions. CMB International's latest research report shows 1,400 yuan, with room for an increase of 163%. Huatai Securities gave a target price of 1,027 yuan, with room for an increase of 93%. Huatai Securities said that with the deepening of global AI computing power infrastructure, market demand for high-speed optical modules remains strong. According to data disclosed by Zhongji Xuchuang, major customer orders have covered the full year of 2027, and demand for next-generation optical interconnect products such as NPO and XPO will gradually be released in the second half of 2027. The industry will also develop more new technology solutions, higher bandwidth and richer product forms around single-wave 400G. It is optimistic that Zhongji Xuchuang will rely on its own technology research and development capabilities and competitiveness to gain a higher market share in next-generation optical interconnect products. 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 November 5, as of midday trading, the GEM artificial intelligence ETF Huabao had an increase of 0.57%, with a turnover of 745 million yuan. Recently, the optical module Zhongji Xuchuang has become another big hit in the eyes of some institutions. CMB International's latest research report shows 1,400 yuan, with room for an increase of 163%. Huatai Securities gave a target price of 1,027 yuan, with room for an increase of 93%. Huatai Securities said that with the deepening of global AI computing power infrastructure, market demand for high-speed optical modules remains strong. According to data disclosed by Zhongji Xuchuang, major customer orders have covered the full year of 2027, and demand for next-generation optical interconnect products such as NPO and XPO will gradually be released in the second half of 2027. The industry will also develop more new technology solutions, higher bandwidth and richer product forms around single-wave 400G. It is optimistic that Zhongji Xuchuang will rely on its own technology research and development capabilities and competitiveness to gain a higher market share in next-generation optical interconnect products. 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.