High Light! "Yi Zhongtian" continues to soar, with the new Yisheng rising by 9% to reach a new high, and the ChiNext artificial intelligence ETF Huabao surging by nearly 5%.

On June 30, by the end of the morning session, the ChiNext Artificial Intelligence ETF Huabao surged by 4.97%, reaching 1.562 yuan, with a half-day trading volume of 841 million yuan. Its top holding, Xinyisheng, saw a sharp increase of 9.33% to a new historical high, driving the index higher. The ChiNext Artificial Intelligence ETF Huabao focuses on the CPo race for optoelectronic modules, with holdings of "Yi Zhongtian" exceeding 40%. Today, the three of them respectively increased by 9.33%, 5.72%, and 4.92%, forming a joint force to push the price up. In terms of fund flows, the fund has received net purchases for two consecutive days, with a net inflow of 428 million yuan in the past 5 days. A recent technical impact analysis report released by Morgan Stanley pointed out that Corning's latest GlassBridge fiber-to-PC connector platform poses a potential disruption to traditional FAU manufacturers, but its impact on AI transceiver companies is very limited in the next one to two years. To fully grasp the opportunities in the AI theme, it is recommended to focus on the ChiNext Artificial Intelligence ETF Huabao, the first AI ETF in the market, as well as off-market connections (023407.OF, 023408.OF).