Zheng Quan Zhi Xing·2025-06-18 05:45Group 1 - The A-share TMT sector shows a mixed performance, with PCB, optical module, and computing hardware stocks being active, as evidenced by the 1.46% increase in the 5G Communication ETF (515050) and significant gains in stocks like Huadian Co., Ltd. (002463) up over 9% [1] - The acceleration of AI commercialization by global tech giants and high capital expenditure growth is noted, with the recent removal of AI diffusion rules leading to a surge in sovereign AI demand, providing strong support for computing infrastructure [1] - PCB, a key component for AI servers, is expected to see a rise in both volume and price, particularly HDI PCBs, which offer advantages such as high-density interconnection and excellent thermal performance, with several domestic manufacturers speeding up product development [1] Group 2 - The创业板人工智能ETF华夏 (159381) tracks the entrepreneurial board AI index, focusing on AI-centric companies, with a daily price fluctuation limit of ±20% and a low management fee rate of 0.15% [2] - The industry distribution shows that optical module CPO concept stocks account for over 26.6% of the index, indicating a high "light" content in the AI category [2] - The top five constituent stocks include leading optical module companies such as Xinyi Technology (300502) and Zhongji Xuchuang (300308), along with major chip design firms and cloud computing industry leaders [2]