--- 格式版本: 2 标题: "“易中天”集体反弹，天孚通信涨超11%！华宝基金旗下高“光”创业板人工智能ETF（159363）拉升超3.5% _ 东方财富网" 原文链接: "https://finance.eastmoney.com/a/202608123839060111.html" 发布日期: "2026-08-12" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "llm:local:strict_original_body" 发布时间证据: "2026年08月12日 11:26 来源： 每日经济新闻" 发布时间校准原因: "正文中明确标注发布时间，符合优先级规则，且非事件日期。" 发布时间校准置信度: "1" 发布时间候选数量: 9 发布时间严格候选数量: 3 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-13T04:07:05+08:00" 发布时间仲裁状态: "confirmed" 发布时间仲裁尝试次数: 1 发布时间仲裁耗时毫秒: 4279 发现时间: "2026-08-13T04:05:44+08:00" 入库时间: "2026-08-12T20:07:09.559Z" 来源平台: "东方财富搜索" 搜索渠道: "source_template" 搜索词: "https://so.eastmoney.com/news/s?keyword=%E5%8F%AF%E6%8F%92%E6%8B%94%E5%85%89%E6%A8%A1%E5%9D%97" 匹配关键词: - "光" - "可插拔光模块" - "CPO" - "性能" - "AI" 相关厂家: - "浪潮" 相关专家: [] 内容类型: "网页" 抓取工具: "CDP Render" 清洗工具: "CDP Text + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "否" AI打分: 25 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "文章为基金推广与股价行情报道，仅提及光模块等关键词，未涉及超节点/AI Rack架构、部件或落地细节，缺乏技术展开与商业部署信息，属泛泛新闻。" AI质检模型: "tx-deepseek-v4-flash" AI质检时间: "2026-08-13T04:10:32+08:00" AI主题相关性: 5 AI来源权威性: 5 AI新颖性: 3 AI技术细节: 4 AI商业部署信号: 3 AI完整性: 5 AI摘要: "8月12日光模块龙头集体反弹，天孚通信涨超11%，新易盛、中际旭创涨超4%，创业板人工智能ETF华宝（159363）场内拉升逾3.5%、成交超7亿元。" AI摘要模型: "ali-deepseek-v4-flash" AI摘要时间: "2026-09-07T03:38:23.083Z" 采集批次: "2026年8月13日1点55分48秒" 采集批次ID: "20260813-015548-033" 去重键: "https://finance.eastmoney.com/a/202608123839060111.html" --- - [财经](http://finance.eastmoney.com/) - [焦点](http://finance.eastmoney.com/yaowen.html) - [股票](http://stock.eastmoney.com/) - [新股](http://stock.eastmoney.com/newstock.html) - [期指](http://stock.eastmoney.com/gzqh.html) - [期权](http://option.eastmoney.com/) - [行情](http://quote.eastmoney.com/flash/sz300059.html) - [数据](http://data.eastmoney.com/) - [全球](http://stock.eastmoney.com/global.html) - [美股](http://stock.eastmoney.com/america.html) - [港股](http://hk.eastmoney.com/) - [期货](http://futures.eastmoney.com/) - [外汇](http://forex.eastmoney.com/) - 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me!](data:image/png;base64,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)](http://acttg.eastmoney.com/pub/web_app_dcsy_zccpl_01_01_01_1 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"https://wap.eastmoney.com/a/202608123839060111.html") 提示： 微信扫一扫 分享到您的 朋友圈 ![](https://g1.dfcfw.com/g4/202608/20260806130850.png) AI妙想为你解读全文 APP内免费阅读 ![](https://g1.dfcfw.com/g4/202608/20260806130911.png) 　　 [专业金融数据，下一代智能终端](https://choice.eastmoney.com/terminal?infocode=202608123839060111) 　　8月12日，光模块龙头继续强劲拉升， [天孚通信](http://quote.eastmoney.com/unify/r/0.300394) 涨超11%， [新易盛](http://quote.eastmoney.com/unify/r/0.300502) 、 [中际旭创](http://quote.eastmoney.com/unify/r/0.300308) 涨超4%。热门ETF方面，重仓光模块龙头的创业板 [人工智能](http://quote.eastmoney.com/unify/r/90.BK0800) ETF华宝（159363）场内拉涨逾3.5%，实时成交额超7亿元。 　　 [光大证券](http://quote.eastmoney.com/unify/r/1.601788) 分析，光模块设备商作为“卖铲人”率先受益于下游资本开支扩张浪潮。AI算力基建驱动高速光模块从800G向1.6T/3.2T/CPO等方向升级，技术迭代显著提高设备性能要求，增加设备配比与单机价值，终端需求扩大驱动光模块厂商扩张产能。2026Q1，6家全球头部光模块公司CAPEX同比+300%。 　　AI交易主线上，除光模块等算力卡位板块之外，还可重点关注 [AI应用](http://quote.eastmoney.com/unify/r/90.BK1629) 。参照美股SaaS标杆，Palantir季报超预期大涨，市场正给予 [AI应用](http://quote.eastmoney.com/unify/r/90.BK1629) 落地能力极高溢价。创业板 [人工智能](http://quote.eastmoney.com/unify/r/90.BK0800) 汇聚大量“软件+硬件”结合标的（如行业垂类应用），相较于纯硬件 [通信](http://quote.eastmoney.com/unify/r/90.BK1215) ，更受益于应用层业绩兑现与估值体系重塑的双击逻辑。 　　创业板 [人工智能](http://quote.eastmoney.com/unify/r/90.BK0800) ETF华宝（159363）及其场外联接基金（023407）重点布局光模块CPO龙头，兼顾 [AI应用](http://quote.eastmoney.com/unify/r/90.BK1629) 。标的指数“ [中际旭创](http://quote.eastmoney.com/unify/r/0.300308) + [新易盛](http://quote.eastmoney.com/unify/r/0.300502) + [天孚通信](http://quote.eastmoney.com/unify/r/0.300394) ”含量约40%，是AI算力核心旗手。此外，创业板人工智能ETF华宝（159363）最新规模近70亿元，近6个月日均成交超10亿元，规模、流动性领跑同标的指数8只ETF。 （文章来源：每日经济新闻） ![](https://g1.dfcfw.com/g4/202608/20260805130749.png) 暗盘资金榜已更新!这些个股/板块可以关注> 文章来源：每日经济新闻 责任编辑：10 原标题：“易中天”集体反弹，天孚通信涨超11%！华宝基金旗下高“光”创业板人工智能ETF（159363）拉升超3.5% **郑重声明：** 东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 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