天孚通信五连跌，创业板人工智能ETF（159363）失守10日线，机构看好2026年中国光模块企业机遇

新浪基金2025-12-16

16日早盘，光模块CPO等算力硬件连续回调，天孚通信再度跌超4%连跌五日，新易盛跌超3%，中际旭创跌超1%连续四连跌。热门ETF方面，光模块CPO含量超56%的创业板人工智能ETF（159363）场内再次下探2%，失守10日线，实时成交额超2亿元。　　华泰证券表示，展望2026年，中国光模块企业或保持竞争优势，关注北美光模块市场新晋供应商机遇。近十余年来，国产光模块厂商凭借自身的成本优势、研发...

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Institutions are optimistic about opportunities for Chinese optical module companies in 2026","themeId":"199cc5aeed14b9507696bfd28109e649","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159363":1.5,"159915":1.5,"159967":0.6,"159982":1.5,"300394":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,"000905.SH":0.6,"000688.SH":0.6,"000300.SH":0.6,"000001.SH":1.5},"content_text":"16日早盘，光模块CPO等算力硬件连续回调，天孚通信再度跌超4%连跌五日，新易盛跌超3%，中际旭创跌超1%连续四连跌。热门ETF方面，光模块CPO含量超56%的创业板人工智能ETF（159363）场内再次下探2%，失守10日线，实时成交额超2亿元。\n\n　　华泰证券表示，展望2026年，中国光模块企业或保持竞争优势，关注北美光模块市场新晋供应商机遇。近十余年来，国产光模块厂商凭借自身的成本优势、研发能力、交付能力以及满足客户要求的快速响应能力，逐步切入到全球头部云厂商的供应链体系，跟随着优质客户在全球光模块市场中的地位取得大幅提升。\n　　华泰证券认为海外CSP在加码AI算力投资的背景下，2026年400G、800G、1.6T等高速光模块需求预计仍将进一步显著扩张，有望带给新晋供应商导入窗口期。我们建议关注在交付能力、技术实力、海外工厂产能等方面具备优势的新晋厂商（联特科技等），未来有望获得导入北美云厂商供应链的机遇。\n　　把握以光模块为核心的算力机会，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”，光模块含量最新超56%。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2025.11.30）\n　　同类对比看，截至12月8日，创业板人工智能ETF华宝（159363）最新规模超33亿元，近1个月日均成交额超6亿元，在跟踪创业板人工智能指数的7只ETF中排行第一！\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":"-1","news_tag":"","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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2591390674","isCrawlerRequest":true}