CPO Optical Modules Surge Across the Board! Innolight Market Cap Tops 730 Billion Yuan for First Time, CSOP YINHUA CSI 5G COMMUNICATIONS THEME ETF (03193.HK) Jumps Over 9% in Afternoon Trading
NewTimeSpace News:On April 8, as US-Iran tensions eased, A-shares staged a strong rebound, sending CPO (Co-Packaged Optics) optical modules surging across the board. Innolight (Zhongji Innolight), the leading optical module player, jumped over 7% intraday to hit a fresh all-time high, with its total market capitalization exceeding 730 billion yuan. The GEM AI Index, which maintains heavy positions in optical module leaders, showed particularly robust performance. Meanwhile, the CSOP YINHUA CSI 5G COMMUNICATIONS THEME ETF (03193.HK) gained strong momentum in afternoon trading, surging over 9%.
Hong Kong Exchanges and Clearing (HKEX) data shows that CSOP YINHUA CSI 5G COMMUNICATIONS THEME ETF (03193.HK)—formally known as theCSOP Yinhua CSI 5G Communications Theme ETF—is an exchange-traded fund listed on the Hong Kong Stock Exchange designed to track the performance of the CSI 5G Communications Theme Index. The index selects leading companies from the Shanghai and Shenzhen A-share markets spanning three major segments: 5G network construction, terminal equipment, and application scenarios, covering niche tracks including communications equipment, optical modules/optical components, RF antennas, PCBs, cloud computing, and the Internet of Things (IoT).
TheCSI 5G Communications Theme Indexis a thematic benchmark that selects 50 securities from the Shanghai and Shenzhen markets whose businesses are closely tied to 5G infrastructure construction, terminal equipment manufacturing, or application scenario development, aiming to reflect the overall performance of the 5G industry.
On the data front, according to the latest statistics from OpenRouter, China's AI large models recorded a weekly call volume of12.96 trillion Tokensfor the week of March 30 to April 5, representing a robust31.48%week-over-week increase. In stark contrast, the US recorded only3.03 trillion Tokens, representing a mere0.76%week-over-week growth, with the gap continuing to widen. Notably, the top six ranked models were all Chinese products. Alibaba's Qwen series claimed two spots in the top three:Qwen 3.6 Plus (free)topped the chart with4.6 trillionweekly Tokens, whileQwen 3.6 Plus Previewranked third with1.64 trillionTokens. They were closely followed byXiaomi's MiMo-V2-Pro,StepFun's Step3.5 Flash,MiniMax M2.7, andDeepSeek V3.2, with Chinese models firmly occupying the top tier of the global AI landscape.
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