Global sales of optical transceivers surged by 74%, and the Huabao AI ETF on the ChiNext has increased by 14.48% since August.

On August 14, the ChiNext AI ETF, managed by Huabao, surged by 3%, marking a 14.48% increase since August. In terms of news, LightCounting reported that global sales of optical transceivers are expected to reach approximately $26.8 billion in 2025, a year-on-year growth of 74%. Goldman Sachs predicts that the Total Addressable Market (TAM) for global optical modules will increase from $34.2 billion in 2025 to $72.6 billion in 2027. Lumentum confirmed that its CPO mass production plan is proceeding as scheduled, having secured hundreds of millions of dollars in orders, with a supply gap in lasers still exceeding 30%. New Yisheng is expected to report a net profit growth of 77.56% to 102.93% year-on-year for the first half of the year, with 800G optical modules becoming the main shipment product and 1.6T optical modules seeing accelerated volume in Q2. The world's nine major cloud service providers are projected to have a combined capital expenditure of about $830 billion by 2026, a year-on-year increase of 79%. The ChiNext AI ETF managed by Huabao tracks an index with half of its weight concentrated in the optical module CPO sector, and the other half covering domestic computing power and AI software application fields, forming a balanced layout of "hardware + application." It comprehensively captures opportunities in the AI theme, focusing on the market's first ChiNext AI ETF managed by Huabao and its off-market connection.