AI大反攻！中际旭创、新易盛涨超4%，重仓光模块的创业板人工智能ETF（159363）放量猛攻超3%

新浪基金11-06

6日早盘，创业板人工智能大反攻，光模块龙头领涨！截至发稿，中际旭创、新易盛均涨超4%，太辰光、长芯博创、锐捷网络、天孚通信等跟涨超2%。热门ETF方面，重仓光模块的创业板人工智能ETF（159363）盘中猛攻超3%收复10日均线，实时成交额超1.5亿元，放量明显。　　消息面上，海外光器件供应商Lumentum发布2026财年一季度财报，展望下个季度，Lumentum预计销售额在6.3亿到6.7...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2581080522?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-06 09:56","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2581080522","market":"us","top_or_hot":-1,"title":"AI大反攻！中际旭创、新易盛涨超4%，重仓光模块的创业板人工智能ETF（159363）放量猛攻超3%","media":"新浪基金","content":"<div>\n<p>6日早盘，创业板人工智能大反攻，光模块龙头领涨！截至发稿，中际旭创、新易盛均涨超4%，太辰光、长芯博创、锐捷网络、天孚通信等跟涨超2%。热门ETF方面，重仓光模块的创业板人工智能ETF（159363）盘中猛攻超3%收复10日均线，实时成交额超1.5亿元，放量明显。\n\n　　消息面上，海外光器件供应商Lumentum发布2026财年一季度财报，展望下个季度，Lumentum预计销售额在6.3亿到6.7...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/etf/2025-11-06/doc-infwmrcc2091281.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI大反攻！中际旭创、新易盛涨超4%，重仓光模块的创业板人工智能ETF（159363）放量猛攻超3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI大反攻！中际旭创、新易盛涨超4%，重仓光模块的创业板人工智能ETF（159363）放量猛攻超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-06 09:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/fund/etf/2025-11-06/doc-infwmrcc2091281.shtml><strong>新浪基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6日早盘，创业板人工智能大反攻，光模块龙头领涨！截至发稿，中际旭创、新易盛均涨超4%，太辰光、长芯博创、锐捷网络、天孚通信等跟涨超2%。热门ETF方面，重仓光模块的创业板人工智能ETF（159363）盘中猛攻超3%收复10日均线，实时成交额超1.5亿元，放量明显。\n\n　　消息面上，海外光器件供应商Lumentum发布2026财年一季度财报，展望下个季度，Lumentum预计销售额在6.3亿到6.7...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/etf/2025-11-06/doc-infwmrcc2091281.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SGXZ49509284.SGD","symbol_name":"United China A Shares Innovation A Acc SGD","start_time":0,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-11-06/doc-infwmrcc2091281.shtml","article_id":"2581080522","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2581080522","pubTimestamp":1762394160,"columns":[{"name":"A股","id":33,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"6日早盘，创业板人工智能大反攻，光模块龙头领涨！截至发稿，中际旭创、新易盛均涨超4%，太辰光、长芯博创、锐捷网络、天孚通信等跟涨超2%。热门ETF方面，重仓光模块的创业板人工智能ETF盘中猛攻超3%收复10日均线，实时成交额超1.5亿元，放量明显。持续验证光模块行业高景气。　　同类比较看，截至10月31日，创业板人工智能ETF最新规模超35亿元，近1个月日均成交额超7亿元，规模、交投在跟踪创业板人工智能指数的7只ETF中高居第一。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159363":"创业板AI","159915":"创业板","159967":"创成长","159982":"中证500","300308":"中际旭创","300502":"新易盛","399001":"深证成指","399006":"创业板指","399300":"沪深300","510300":"沪深300ETF","510880":"红利ETF","512510":"中证500ETF华泰柏瑞","512880":"证券ETF","515890":"红利ETF博时","515980":"人工智能ETF","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0620787316.HKD":"HSBC GIF ASIA EX JAPAN EQUITY SMALLER COMPANIES \"AD\" (HKD) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","LU0082770016.SGD":"HSBC GIF ASIA EX JAPAN EQUITY SMALLER COMPANIES \"AD\" (SGD) INC","LU0082770016.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AD\" INC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK0167":"5G","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","000001.SH":"上证指数","000905.SH":"中证500","BK0214":"IT设备","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","000688.SH":"科创50","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","LU0164939612.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AC\" ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","000300.SH":"沪深300","BK0070":"员工持股"},"translate_title":"AI counterattack! Zhongji InnoLight and Xinyisheng rose by more than 4%, and the GEM Artificial Intelligence ETF (159363), which has a heavy position in optical modules, stormed by more than 3% in volume.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159363":1.5,"159915":1.5,"159967":0.6,"159982":1.5,"300308":1.5,"300502":1.5,"399001":0.6,"399006":1.5,"399300":1.5,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"515980":1.5,"000300.SH":0.6,"000905.SH":0.6,"000001.SH":1.5,"000688.SH":0.6},"content_text":"6日早盘，创业板人工智能大反攻，光模块龙头领涨！截至发稿，中际旭创、新易盛均涨超4%，太辰光、长芯博创、锐捷网络、天孚通信等跟涨超2%。热门ETF方面，重仓光模块的创业板人工智能ETF（159363）盘中猛攻超3%收复10日均线，实时成交额超1.5亿元，放量明显。\n\n　　消息面上，海外光器件供应商Lumentum发布2026财年一季度财报，展望下个季度，Lumentum预计销售额在6.3亿到6.7亿美元之间，非GAAP每股盈利在1.3到1.5美元之间。持续验证光模块行业高景气。\n　　此前，北美四大云厂商财报显示继续加大AI投入。北美四大云厂商（MAMG——微软、亚马逊、Meta、谷歌）近日已发布2025Q3业绩：MAMG 2025Q3合计资本开支同比增长68%至964亿美元，Factset一致预期2025年资本开支将达到3633亿美元（同比+63%）。\n　　中信建投认为，北美四家CSP（云厂商）公布三季报，资本开支加速增长，同时各家对未来基础设施投资均继续保持积极态度。持续推荐AI算力板块，包括北美算力产业链与国内算力产业链核心公司。\n　　第一上海表示，OpenAI等海外AI大厂商业化加速，推动AI应用的广泛落地，算力硬件需求维持高景气。短期业绩波动不改明后年算力硬件的高景气趋势，建议淡化短期业绩波动，抓住核心变量——算力CAPEX、Token消耗量、ARR等指标。高切低，赛道拥挤度等交易面因素可能影响短期市场情绪，但是不改算力基本面的高景气。\n　　该机构认为，光通信行业的在AI时代景气度的持续性有望超预期，龙头厂商在当前阶段凭借技术创新，以及下一代技术预研，有望形成强者恒强的格局。此外，在产业供不应求的大背景下，需求外溢带来的二线厂商进入核心供应链的机会也值得关注。\n　　把握光模块等算力核心机会，建议重点关注全市场首只创业板人工智能ETF（159363）及场外联接（A类023407、C类023408），标的指数重点布局光模块龙头“易中天”，光模块含量超54%。从赛道分布看，逾七成仓位布局算力，超两成仓位布局AI应用，能够高效捕捉AI主题行情。（截至2025.10.31）\n　　同类比较看，截至10月31日，创业板人工智能ETF（159363）最新规模超35亿元，近1个月日均成交额超7亿元，规模、交投在跟踪创业板人工智能指数的7只ETF中高居第一。\n　　数据来源：沪深交易所等。注：“全市场首只”是指首只跟踪创业板人工智能指数的ETF。\n　　风险提示：创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布日期为2024.7.11。创业板人工智能指数2020-2024年年度涨跌幅分别为：20.1%、17.57%、-34.52%、47.83%、38.44%，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。文中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的本基金风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨赐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2581080522","isCrawlerRequest":true}