CSOP YINHUA CSI 5G COMMUNICATIONS THEME ETF (03193.HK) Rises 4.86% as CPO Concept Ignites Communications Sector

NewTimeSpace News: As of 13:16 on November 11, CSOP YINHUA CSI 5G COMMUNICATIONS THEME ETF (03193.HK) stood at HKD 12.080, up 4.86%. The ETF opened at HKD 11.520, with the latest net asset value (NAV) at HKD 11.497, a premium of 0.20%, a 52-week high of HKD 24.400, a 52-week low of HKD 10.000, a turnover of approximately HKD 369,400, and assets under management of approximately HKD 9.19 million.

On the news front, the communications sector led morning gains, with the CPO (co-packaged optics) concept surging—Cambridge Technology sealed the daily limit within four minutes, while Source Photonics and T&S Communications rallied sharply. At the macro level, China's total computing power has reached 3.1 million PFLOPS, ranking second globally, with AI model iteration driving robust demand for high-end communications equipment such as optical modules. At the industry and company level, a Bernstein report noted that Nvidia's next-generation platform is accelerating CPO adoption, forecasting its ecosystem optical communications market to reach USD 46.8 billion by 2028, up about 91% from 2027. Cambridge Technology management stated at its earnings briefing that high-speed optical module demand is strong with sufficient order backlog, and the company plans to expand annual capacity by at least 10 million units by end-2027, directly validating the supply chain's high prosperity.

CSOP YINHUA CSI 5G COMMUNICATIONS THEME ETF (03193.HK) closely tracks the CSI 5G Communications Theme Index, covering 5G infrastructure, optical modules, and other core segments of the communications supply chain. The manager of the fund is CSOP Asset Management Limited. It serves as a concentrated tool to capture structural opportunities in the communications sector.