“易中天”市值力压贵州茅台！创业板人工智能近1年飙涨202%持续跑赢！高“光”159363放量再创新高！_老虎社区_美港股上老虎

“易中天”市值力压贵州茅台！创业板人工智能近1年飙涨202%持续跑赢！高“光”159363放量再创新高！

新浪基金04-22

周三（4月22日），光模块CPO行情爆发，创业板人工智能继续新高！其中，新易盛大涨超7%创新高，天孚通信涨超6%，中际旭创涨超2%再创新高，近期“易中天”总市值已持续超越贵州茅台！此外，算力租赁方向也持续爆发，协创数据触及20CM涨停，软通动力、网宿科技跟涨超6%。　　热门ETF方面，重仓光模块CPO龙头的创业板人工智能ETF华宝（159363）午后单边猛攻，收涨4.85%继续新高，单日爆量成交...

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GEM artificial intelligence has soared by 202% in the past year and continues to outperform! High \"light\" 159363 heavy volume reached a new high!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159363":1.97,"159967":0.6,"300502":1.82,"399001":0.6,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"600519":1.84,"000905.SH":0.6,"000300.SH":0.6,"000688.SH":0.6},"content_text":"周三（4月22日），光模块CPO行情爆发，创业板人工智能继续新高！其中，新易盛大涨超7%创新高，天孚通信涨超6%，中际旭创涨超2%再创新高，近期“易中天”总市值已持续超越贵州茅台！此外，算力租赁方向也持续爆发，协创数据触及20CM涨停，软通动力、网宿科技跟涨超6%。\n　　热门ETF方面，重仓光模块CPO龙头的创业板人工智能ETF华宝（159363）午后单边猛攻，收涨4.85%继续新高，单日爆量成交超12亿元，资金此前四日累计加码超2.3亿元！\n\n　　时间拉长看，近期光模块CPO、算力租赁、AI应用轮番上阵，创业板人工智能继续领跑其他同类AI主题指数！截至4月22日，高“光”创业板人工智能ETF华宝（159363）标的指数近1年累计涨幅高达202%，大幅跑赢全市场同类AI主题指数，持续超额表现！\n\n　　注：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2021-2025年年度涨跌幅分别为：17.57%、-34.52%、47.83%、38.44%、106.35%。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。\n　　光模块CPO方面，根据TrendForce集邦咨询最新研究，全球AI专用光收发模块市场进入高速成长阶段，预估市场规模将从2025年165亿美元，一举扩大至2026年260亿美元，年增超过57%。广发证券表示，看好本轮光模块行情的持续性，尤其看好龙头公司的竞争壁垒、物料获取能力和产品长期布局优势，估值有望进一步提升。*\n　　算力租赁方面，消息面上，H100 GPU一年期租约价格从2025年10月低点每小时1.70美元急升至2026年3月的2.35美元，涨幅接近40%；与此同时，按需GPU租赁容量在所有GPU类型中均已售罄。国信证券认为，算力租赁成为AI需求快速增长受益者，国内厂商开始陆续进入业绩兑现期。*\n　　一键布局光模块CPO机会，建议重点关注同类规模、流动性第一的创业板人工智能ETF华宝（159363）及场外联接（A类023407、C类023408），标的指数约七成仓位布局算力（光模块/CPO龙头），“易中天”一网打尽，约三成仓位布局AI应用，不止是算力核心，也是AI应用代表。\n　　数据来源：沪深交易所等。截至2026.4.21，创业板人工智能ETF华宝最新规模为66.13亿元，最近6个月日均成交超7亿元，规模、成交额在跟踪创业板人工智能指数、科创AI指数、科创创业AI指数的26只ETF中排行第一。\n　　*机构观点参考资料来源：广发证券《从过去两年光模块行情复盘看本次行情的持续性》；国信证券《国内算力租赁行业进入业绩兑现期》\n　　ETF基金相关费用说明：投资者在申购或赎回基金份额时，申购赎回代理机构可按照不超过0.5%的标准收取佣金。场内交易费用以证券公司实际收取为准，不收取销售服务费。\n　　联接基金相关费用说明：创业板人工智能ETF发起式联接C不收取申购费；赎回费7日以内为1.5%，7日（含）以上为0%；销售服务费为0.3%。创业板人工智能ETF发起式联接A申购费100万元以下为1%，100万元（含）-200万元为0.6%，200万元（含）以上为1000元/笔；赎回费7日以内为1.5%，7日（含）以上为0%；不收取销售服务费。\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2021-2025年年度涨跌幅分别为：17.57%、-34.52%、47.83%、38.44%、106.35%。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：杨红卜","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}