The optical module sector rallied rapidly, with related heavyweight stocks surging. CSOP SZSE CHINEXT ETF (03147.HK) bucked the market trend, rising over 2%.

NewTimeSpaceWire:In the midday session on January 30, the market rebounded from the day's low and entered a volatile recovery phase, with the optical module sector rallying rapidly. Major constituents including Zhongji Innolight, Eoptolink, and Tianfu Communication surged significantly. CSOP SZSE CHINEXT ETF (03147.HK)strengthened robustly, rising over 2%.

According to HKEX data, CSOP SZSE CHINEXT ETF (03147.HK)tracks the ChiNext Index, which was launched by the Shenzhen Stock Exchange on June 1, 2010. As the most representative benchmark for the ChiNext market, the index is positioned as the "Innovation Engine." Its sample universe comprises stocks listed on the Shenzhen ChiNext board, with 100 constituents selected based on the principles of large market capitalization and strong liquidity. The index adopts free-float market capitalization weighting with semi-annual adjustments and a single-stock weight cap of 20%.

On the news front, the latest quarterly reports from Microsoft and Meta jointly confirmed that AI computing demand continues to outstrip supply, with supply tightness expected to persist through 2026. Both companies have significantly raised their capital expenditure guidance. J.P. Morgan noted that this trend indicates the computing power investment cycle is entering a new expansion phase, with related investments focusing primarily on data centers, networking, and other domains, driving sustained benefits across the industry chain.

According to LightCounting projections, the global optical module market size may grow at a 22% CAGR from 2024 to 2029, potentially exceeding $37 billion by 2029. The primary growth drivers behind this are robust demand for Ethernet optical transceivers from AI cluster applications and cloud service providers' upgrades to their Dense Wavelength Division Multiplexing (DWDM) networks.

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