According to Zhitong Finance APP, the Value Partners Optical Communication Active ETF (02811) rose over 3%, up 2.94% as of press time, at HK$14.37, with a turnover of HK$1.1501 million.

Public information shows that the Value Partners Optical Communication Active ETF fully covers the entire upstream and downstream chain of optical communication. Its investment targets include core chips, optical modules, optical fibers and supporting materials, and optical network equipment, while also incorporating next-generation frontier technology sectors such as silicon photonics and co-packaged optics (CPO) into its investment scope.

It is worth noting that the Value Partners Optical Communication Active ETF adopts an active management model, focusing on investing in enterprises with core competitiveness in the global optical communication industry chain.

Currently, with the rapid expansion of AI computing clusters, optical communication has become an indispensable core infrastructure.

A recent research report from Zhongtai Securities pointed out that looking ahead, the optical communication industry is expected to continue benefiting from the triple drivers of AI computing expansion, speed upgrades, and network architecture evolution.

GF Securities stated that NVIDIA's co-packaged optics (CPO) scale-out is advancing faster than expected, which should be positive for supplier Lumentum.