Optical module concept stocks surged again in the afternoon, with the largest communication ETF by scale, Huaxia (515050), rising more than 4% at midday. Innolux Technology hit the daily limit up.

On March 10th, during the midday session, concept stocks related to optical modules surged again in the afternoon. The largest communication ETF by scale, Huaxia (515050), continued to rise throughout the morning, with a breakout exceeding 4% by 13:48. The similar low-fee AI ETF on the ChiNext, Huaxia (159381), increased by 2.53%. Dongshan Precision and Guangxun Technology hit the daily limit-up, with Tianfu Communication and Yuanjie Technology leading the gains. Hengtong Optoelectronics, FiberHome Technologies, and other stocks followed suit.

In terms of news, OpenClaw’s update speed is astonishing, releasing version 3.8-beta.1 just one day after version 3.7. This update focuses on five main areas: adding local backup and verification mechanisms to ensure data security; optimizing Talk voice mode for silent waiting configuration; expanding model compatibility to millions of tokens and enhancing Brave search; slimming down the macOS and Android versions; and strengthening security across script execution, SSRF protection, and other areas.

Guojin Securities research reports indicate that as the AI industry enters the Agent era, market focus is shifting from single-model capabilities to “model + Agent framework” system capabilities. The open-source Agent framework OpenClaw combined with GPT-5.4 is considered by the developer community and media as one of the most promising technological paths currently. Overall, the combination of OpenClaw and GPT-5.4 is expected to help AI Agents evolve from experimental tools to real productive systems, accelerating AI applications in office automation, software development, and complex knowledge work.

AI Computing Power ETF:

Huaxia Communication ETF (515050) deeply focuses on electronics (chips, PCBs, consumer electronics) and communications (optical modules, servers) hardware. The top five holdings are: New Easun, Zhongji Xuchuang, Lixun Precision, Industrial Fuxian, and Zhaoyi Innovation. Off-exchange connect (Class A: 008086; Class C: 008087).

Huaxia Startup Board AI ETF (159381): Half of the index weight is concentrated in the optical module CPO sector, and the other half covers AI software applications, forming a balanced layout of “hardware + applications.” The top 10 holdings are Zhongji Xuchuang (13.23%), New Easun (12.67%), Tianfu Communication (10.18%), Runze Technology, BlueFocus, Xiechuang Data, Kunlun Wanwei, Beijing Junzheng, Wangsu Technology, and Runhe Software. The fund size is nearly 2 billion yuan, with an internal fee rate of only 0.20%, one of the lowest among peers, suitable for investors seeking high flexibility and optimistic about AI + themes. Off-exchange connect (Class A: 025505; Class C: 025506).