---
title: "AI hardware sector rises against the trend, communication ETF Fullgoal (159583) opens low and rises high"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/282130745.md"
description: "On April 9th, the three major indices opened lower but gradually rebounded, with AI hardware-related sectors performing strongly. The communication ETF Fullgoal (159583) rose by 1.55%. Component stocks such as SACO and Accelink hit the daily limit. Anthropic signed agreements with Google and Broadcom to obtain 3.5 gigawatts of TPU computing power to meet market demand. The Ministry of Industry and Information Technology is promoting the application of all-optical switching technology to enhance network performance. Institutions believe that AI-driven network upgrades will benefit domestic companies from the global infrastructure wave, increasing future investment opportunities"
datetime: "2026-04-09T03:53:13.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282130745.md)
  - [en](https://longbridge.com/en/news/282130745.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282130745.md)
---

# AI hardware sector rises against the trend, communication ETF Fullgoal (159583) opens low and rises high

On the morning of April 9th, the three major indices opened lower collectively, but the declines narrowed subsequently, with the Shenzhen index briefly turning positive. In terms of sectors, PCB and CPO, among others, led the rise in AI hardware against the trend.

Among related ETFs, the Fullgoal Communication ETF (159583) also opened low and rose high, with an increase of 1.55% as of 10:57, and a trading volume exceeding 120 million yuan. Among the constituent stocks, SACO and Accelink hit the daily limit, while Changxin Bochuang, Liante Technology, and Changfei Optical Fiber also rose.

On the news front, Anthropic officially announced a new agreement with Google and Broadcom, under which Anthropic will receive approximately 3.5 gigawatts of next-generation TPU computing power to meet extremely strong market demand. In addition, the Ministry of Industry and Information Technology proposed to promote the deployment of technologies such as all-optical switching, reduce network latency from computing power application terminals to servers, and enhance application interaction experience.

Institutions believe that AI drives network upgrades, with strong overseas demand, and domestic core enterprises fully benefiting from the global infrastructure wave. The new generation of computing power infrastructure in China has begun, ushering in a new cycle for the domestically produced industrial chain. New connections are also expected to encounter an industry development singularity in 2026, creating more investment opportunities.

Data shows that the Fullgoal Communication ETF (159583) tracks the CSI Communication Equipment Thematic Index (931271), with a high proportion of leading optical module and computing power hardware companies, accurately reflecting the development trend of the optical module and computing power industries. Investors without on-site accounts can pay attention to investment opportunities through the connecting funds (Class A/021933; Class C/021934).

Daily Economic News

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