CPO and photolithography equipment concept stocks lead gains, EasyFunds Science and Innovation and Entrepreneurship AI ETF (159140) underlying index rises over 1%

SadMoneyMeow · 2026-03-20T13:20:45+00:00

On March 20th, the technology sector experienced a partial rebound, with CPO and lithography equipment showing outstanding performance, as the artificial intelligence index rose 1.3%. NVIDIA announced that its new AI chip is expected to launch in 2028, with a 70% reduction in power consumption. Institutions noted that optical modules are at the core of AI computing power, with capital expenditures continuing to increase.

SadMoneyMeow

2026-03-20 13:20:45

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On the morning of March 20, the technology sector saw a partial rebound, with CPO and lithography machines leading the market rally. As of 10:03, the CSI Innovation and Entrepreneurship Artificial Intelligence Index rose by 1.3%. Among its constituents, New Easymore surged over 10%, Zhongji Xuchuang increased over 9%, and Lingyun Optoelectronics rose over 5%.

In news, NVIDIA announced several major technological breakthroughs at the GTC conference, including the next-generation AI chip architecture Feynman, which uses TSMC’s 1.6nm A16 process and introduces optical communication technology. It is expected to be launched in 2028 and could reduce AI data center communication energy consumption by over 70%.

Institutional analysis indicates that optical modules are a core track in AI computing infrastructure. Downstream companies are continuously increasing capital expenditure on high-speed pluggable optical modules to meet the rapidly growing demand, while also investing in R&D of new technologies like CPO, opening long-term prospects.

The CSI Innovation and Entrepreneurship Artificial Intelligence Index focuses on companies in the AI sector within the STAR Market and ChiNext Board. The top five weightings are Lanshi Technology, Zhongji Xuchuang, New Easymore, Cambrian, and Chipone, covering several leading domestic optical module and AI computing power companies. The CSI Innovation and Entrepreneurship AI ETF (159140) tracks this index, providing investors with a convenient one-stop tool to access the AI computing industry chain.

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(Edited by: He Chong)

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