TSMC CoPoS+ NVIDIA Cosmos 3 catalyzed! ChiNext AI (159243) surged 1.28% on increased volume, Eoptolink led the rise among the three major optical module companies

On the morning of June 5th, the AI computing power sector continued to be active. As of 10:12 AM, the China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) surged 1.28% on increased volume, with the top three weighted stocks collectively strengthening—Eoptolink rose 4.91%, TFC rose 4.14%, and Zhongji Xuchuang rose 1.21%. From a technical perspective, this ETF has been oscillating upward along the MA20 since the March low of 1.059 yuan, breaking through the previous high of 1.392 yuan to 1.550 yuan in May, and closing at 1.502 yuan on June 5th. The short-term moving averages are in a bullish arrangement, the MACD red bars are converging, and the volume-price relationship is acceptable, with attention on the previous high resistance at 1.55 yuan and support at MA20 (1.42 yuan).

The news front is densely catalyzing. TSMC's CoPoS advanced packaging technology has officially entered the pilot line operation phase, with significant capacity increases expected in the next 2-3 years. NVIDIA announced the world's first fully open multimodal physical AI model, Cosmos 3. Jensen Huang visited South Korea and will meet with leaders of Korean companies such as SK Group, Hyundai Motor, and LG Group to discuss cooperation in areas such as HBM, AI data centers, autonomous driving, robotics, and physical AI. CCTV Finance reported that the price of A2 class optical fiber preform has increased nearly 550% over the past year, and the supply of optical rods will remain tight and phase-stabilized in the short term. The China Academy of Information and Communications Technology will hold a seminar on June 16th to launch a high-quality Token service capability climbing plan. Tencent Cloud held an AI industry application conference on June 5th, where it will release its Agent product strategy and matrix. The WeChat AI assistant is collaborating with Huawei, Honor, Xiaomi, OPPO, and vivo to launch A2A assistant capabilities, with Honor models already supported. Sellers pointed out that NVIDIA's NPO demand is clear, and upstream has seen definite changes, all driven by scale-up demand. Broadcom expects AI semiconductor revenue of $16 billion in the third fiscal quarter, a year-on-year increase of over 200%, slightly below the market expectation of $17.27 billion.

Analysis indicates that TSMC's CoPoS advanced packaging breakthrough, NVIDIA's physical AI model release, ongoing optical rod shortages, and the intensive landing of Tencent WeChat AI applications are leading to a comprehensive bloom of the AI computing power industry chain from hardware to applications. 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