光模块CPO午间异动拉升，创业板人工智能ETF华夏涨超3%

Group 1 - The AI computing power sector is showing strong performance, with significant gains in optical module stocks and related companies [1] - The domestic market for optical modules is expected to benefit from the expansion of data centers by major cloud providers, which hold a combined market share of approximately 71% [1] - Major global companies like Amazon, Google, Microsoft, and Meta are projected to significantly increase their capital expenditures, collectively exceeding $300 billion by 2025 [1] Group 2 - The Huaxia AI Computing ETF (159381) is highlighted for its low fee structure and high elasticity, tracking the entrepreneurial board AI index [2] - The top ten holdings of the Huaxia AI Computing ETF include leading optical module companies and key players in the chip design and cloud computing sectors [2] - The annual management fee for the Huaxia AI Computing ETF is 0.15%, with a custody fee of 0.05%, making it one of the lowest in its category [2]