--- title: "Setting a new historical high again! The low-fee ChiNext AI (159243) surged 3.86% with increased volume, while TFC rose 8.96%, leading the three major optical module companies" type: "News" locale: "en" url: "https://longbridge.com/en/news/288502334.md" description: "On June 3rd, the AI computing power sector exploded, with the China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) surging 3.86% on high volume, reaching a historic high. Leading optical module companies such as TFC, Eoptolink, and Zhongji Innolight all saw significant gains. Catalyzed by Marvell and Jensen Huang's views on the shift of AI bottlenecks towards \"connectivity,\" along with new product launches from Microsoft and Tencent and breakthroughs in optical cable technology, the value of the optical module segment was reassessed, highlighting the configuration value of low-fee AI ETFs" datetime: "2026-06-03T01:55:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288502334.md) - [en](https://longbridge.com/en/news/288502334.md) - [zh-HK](https://longbridge.com/zh-HK/news/288502334.md) generator: "portal-rs" --- # Setting a new historical high again! The low-fee ChiNext AI (159243) surged 3.86% with increased volume, while TFC rose 8.96%, leading the three major optical module companies On the morning of June 3rd, the AI computing power sector experienced a full-scale explosion. As of 9:46 AM, the China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) surged 3.86% on increased volume, reaching a new historical high during the session. The top three weighted stocks collectively soared—TFC rose 8.96%, Eoptolink increased by 5.88%, and Zhongji Innolight climbed 5.57%. The news front welcomed a series of catalysts. Marvell and Jensen Huang recently stated that the bottleneck in AI infrastructure is shifting from "computing power" to "connectivity," leading to a revaluation of the value of optical modules and optical interconnects. The world's first S+C+L three-band ultra-low loss multi-core optical cable line has been completed and opened in Qingdao, with a single fiber capacity exceeding five times that of traditional fibers. Microsoft announced seven new AI models at the Build 2026 conference, with the flagship inference model MAI-Thinking-1 matching the Claude Sonnet 4.6 benchmark, and simultaneously launched the Web IQ search engine aimed at AI agents. Tencent is close to launching an AI assistant for WeChat users, with gray testing expected as early as June, capable of calling mini-programs to complete tasks such as ordering, listed as the highest strategic priority; Tencent Cloud announced a 97.5% price reduction for DeepSeek-V4. Four departments jointly launched the "Sword Net 2026" special action, focusing on copyright rectification in the AI field. Analysis indicates that the AI bottleneck is shifting from "computing power" to "connectivity," leading to a collective surge in the three major optical module companies; Microsoft and Tencent are intensively releasing new AI products, with continuous industrial catalysts. The low-fee China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) has reached a new high, highlighting its allocation value. It is understood that the China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) covers the entire industry chain of AI hardware, AI applications, and AI software, with a high concentration of leading optical module companies, and a management fee rate of only 0.15% per year, making it a low-cost core tool for positioning in the AI industry wave ### Related Stocks - [300394.CN](https://longbridge.com/en/quote/300394.CN.md) - [300308.CN](https://longbridge.com/en/quote/300308.CN.md) - [300502.CN](https://longbridge.com/en/quote/300502.CN.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [YANG.US](https://longbridge.com/en/quote/YANG.US.md) - [YINN.US](https://longbridge.com/en/quote/YINN.US.md) - [159243.CN](https://longbridge.com/en/quote/159243.CN.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [00700.HK](https://longbridge.com/en/quote/00700.HK.md) - [TCEHY.US](https://longbridge.com/en/quote/TCEHY.US.md) - [80700.HK](https://longbridge.com/en/quote/80700.HK.md) - [HTCD.SG](https://longbridge.com/en/quote/HTCD.SG.md) - [TCTZF.US](https://longbridge.com/en/quote/TCTZF.US.md) ## Related News & Research - [Zhongji Innolight Co.: Revenue and profit surged on booming global AI demand and successful Hong Kong listing](https://longbridge.com/en/news/296610520.md) - [The CEO of the unicorn AI accounting startup, Rillet, says AI is changing who consulting firms hire](https://longbridge.com/en/news/296763144.md) - [Suzhou TFC Optical Communication : Net profit surged 33.92% on strong AI and data center demand, with robust cash flow and margins](https://longbridge.com/en/news/296251200.md) - [Fortinet acquires AI runtime security firm Virtue AI](https://longbridge.com/en/news/296110529.md) - [SOLOWIN HOLDINGS (NASDAQ: AXG) Celebrates 10‑Year Anniversary, Forging Compliance‑First Innovation for AI + Stablecoin Ecosystem | AXG Stock News](https://longbridge.com/en/news/296651848.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**