Optical module sector remains highly prosperous, with capital making continuous moves. Hwabao Fund's ChiNext AI ETF (159363) saw net inflows of 181 million yuan in a single day, with net inflows of 356 million yuan over the past five days. The previous trading day also attracted 47.2074 million yuan in a single day. As of August 21, 2026, data shows that Hwabao Fund's ChiNext AI ETF (159363) has recorded net capital inflows for three consecutive days, totaling 451 million yuan.
Analysis of the Optical Module and AI Computing Power Industry Chain: Supply-Demand Dynamics and Technological Evolution
On the news front, the supply-demand landscape in the optical module industry continues to tighten, with high-end products in short supply. Leading companies expect rapid order growth in the second half of the year, and the ramp-up pace of 1.6T optical modules is accelerating. As speeds evolve toward 1.6T and beyond, heat dissipation requirements are gradually shifting from air cooling to liquid cooling. Additionally, AI computing power supply is constrained by electricity and labor bottlenecks, making computing power a scarce resource. The exponential growth of token consumption driven by agents has widened the global supply-demand gap for computing power. Domestic supernode business continues to expand, ushering in an acceleration phase for the domestic AI full industry chain.
Everbright Securities points out that under the technological path of evolving from 800G to 1.6T and higher speeds, the demand for related heat dissipation products will increase accordingly. Kaiyuan Securities believes that domestic targets are entering a phase of accelerated earnings release, and it remains firmly optimistic about the domestic AI full industry chain. Supernodes are expected to continue scaling up, and they are bullish on investment opportunities across the entire industry chain, including networking, computing, and AIDC.
ChiNext AI ETF (159363) allocates to popular sectors such as communication equipment, IT services, and software development. Its top ten constituent stocks include Eoptolink, Zhongji Innolight, Tianfu Communication, Longsys, Xiechuang Data, Hithink RoyalFlush, Junzheng Co., BlueFocus, Changxin Bochuang, and Runze Technology, with a combined weight of 62.37%.
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