--- title: "Jensen Huang \"designated\" upstream manufacturers of optical modules surge! \"Yi Zhongtian\" responds with a new high, Hwabao WP SZSE ChiNext Artificial Intelligence ETF (159363) rises over 2% and breaks through strongly" type: "News" locale: "en" url: "https://longbridge.com/en/news/288500411.md" description: "Stimulated by Jensen Huang's support for upstream chip supplier Marvell Tech, the optical module sector has exploded. TFC, Zhongji Innolight, and Eoptolink's stock prices have reached new highs. Guosheng Securities pointed out that the demand expectations for optical modules are clear, and the material shortage issue is improving, suggesting attention to the leaders. The Hwabao WP SZSE ChiNext Artificial Intelligence ETF (159363) has risen over 2% and surpassed its previous high due to its holdings in \"Yizhongtian\" and a high proportion of optical module positions, ranking first in the dual-creation AI track" datetime: "2026-06-03T01:40:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288500411.md) - [en](https://longbridge.com/en/news/288500411.md) - [zh-HK](https://longbridge.com/zh-HK/news/288500411.md) generator: "portal-rs" --- # Jensen Huang "designated" upstream manufacturers of optical modules surge! "Yi Zhongtian" responds with a new high, Hwabao WP SZSE ChiNext Artificial Intelligence ETF (159363) rises over 2% and breaks through strongly On the morning of June 3rd, **optical module CPO continued to surge, with TFC rising over 10% to reach a new high, Zhongji Innolight rising over 5% to reach a new high, and Eoptolink rising over 3% to reach a new high!** In terms of popular ETFs, the **optical module CPO content exceeds 50%** and the **“Yi Zhong Tian” content is the highest** in the **Hwabao WP SZSE ChiNext Artificial Intelligence ETF (159363)**, which jumped over 2% in the market, breaking through the previous high! In terms of news, **Jensen Huang publicly supported his partner Marvell Tech, stating it could become "the next trillion-dollar company," with Marvell Tech's stock closing up 32%.** Public information shows that Marvell Tech, as an upstream chip supplier, provides the core DSP chips needed for optical modules to Zhongji Innolight and Eoptolink, two globally leading optical module manufacturers. Guosheng Securities stated that **the long-term evolution logic of the computing power sector has not changed**, and as time enters June, the demand expectations for optical modules in 2027 are accelerating to become clearer. The upstream core component supply issues that previously constrained delivery are also gradually approaching an improvement turning point. The production capacity and performance elasticity of leading optical module manufacturers are expected to be released more rapidly, **suggesting to "return to large optics" and focus on leading optical module companies.** **One-click layout for optical modules + AI application opportunities**, it is recommended to focus on the **Hwabao WP SZSE ChiNext Artificial Intelligence ETF (159363)**, which has the largest scale and liquidity in its category, as well as the off-market connections (Class A 023407, Class C 023408). The latest **optical module content in the target index exceeds 50%**, with a high **“Yi Zhong Tian” content**, and about **30% of the position is allocated to AI applications, representing not only the core of computing power but also AI applications.** It is worth noting that as of May 29, 2026, the **Hwabao WP SZSE ChiNext Artificial Intelligence ETF (159363)** has reached a latest scale of **7.426 billion yuan**, ranking first in the entire market's dual innovation AI track! In the last 6 months, the average daily trading volume exceeded 800 million yuan, **ranking first in the entire market's AI track.** Data source: Shanghai and Shenzhen Stock Exchanges, etc. \\\* Institutional opinion reference source: Guosheng Securities "Crossing Volatility, Chasing Light and Electricity." ETF fund related fee description: Investors can be charged a commission by the subscription and redemption agency at a rate not exceeding 0.5% when subscribing or redeeming fund shares. On-market trading fees are subject to the actual charges by the securities company, and no sales service fee is charged. Connection fund related fee description: The subscription fee for the Class C of the ChiNext Artificial Intelligence ETF is not charged; the redemption fee is 1.5% within 7 days, and 0% for 7 days (inclusive) and above; the sales service fee is 0.3%. The subscription fee for the Class A of the ChiNext Artificial Intelligence ETF is 1% for amounts below 1 million yuan, and 0.6% for amounts between 1 million (inclusive) and 2 million yuan For amounts of 2 million yuan (inclusive) and above, the fee is 1,000 yuan per transaction; the redemption fee within 7 days is 1.5%, and for 7 days (inclusive) and above, it is 0%; no sales service fee is charged. Risk Warning: The Hwabao WP SZSE ChiNext Artificial Intelligence ETF passively tracks the ChiNext Artificial Intelligence Index, with the base date of the index being December 28, 2018, and the publication date being July 11, 2024. The annual fluctuations of the ChiNext Artificial Intelligence Index from 2021 to 2025 are: 17.57%, -34.52%, 47.83%, 38.44%, and 106.35%. **The composition of the index constituents will be adjusted in a timely manner according to the index compilation rules, and the historical performance of backtesting does not predict future performance of the index.** The index constituents mentioned in the text are for display purposes only, and the descriptions of individual stocks do not constitute any form of investment advice, nor do they represent the holdings or trading trends of any funds managed by the manager. The fund manager assesses the risk level of this fund as R4 - medium to high risk, suitable for aggressive investors (C4) and above; suitability matching opinions should be based on the sales institution. Any information appearing in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors must be responsible for any investment decisions made independently. Furthermore, any opinions, analyses, and forecasts in this article do not constitute any form of investment advice to the reader, nor do they bear any responsibility for any direct or indirect losses arising from the use of the content of this article. **Investment in funds carries risks, past performance of funds does not represent future performance, and the performance of other funds managed by the fund manager does not guarantee the performance of the fund; fund investment should be approached with caution.** ### Related Stocks - [300394.CN](https://longbridge.com/en/quote/300394.CN.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [300308.CN](https://longbridge.com/en/quote/300308.CN.md) - [300502.CN](https://longbridge.com/en/quote/300502.CN.md) - [159363.CN](https://longbridge.com/en/quote/159363.CN.md) - [002670.CN](https://longbridge.com/en/quote/002670.CN.md) ## Related News & Research - [Zhongji Innolight files HKEX next-day disclosure return on share buyback at RMB 823.15 each](https://longbridge.com/en/news/297772679.md) - [There’s Finally 1 Covered Call ETF I Like. 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