机构：北美AI硬件供应链板块回调后仍可参与，5G通信ETF（515050）近2周规模增长6354.75万元

Group 1 - A-shares main indices surged in early trading on June 24, with active performance in sectors such as air transportation, intelligent driving, and IDC computing power leasing [1] - The 5G Communication ETF (515050) rose by 1.19%, with leading stocks including Dalian Technology, Guanghetong, and Zhaoyi Innovation [1] - Over the past two weeks, the 5G Communication ETF (515050) saw an increase in scale by 63.55 million yuan, driven by the active AI computing power chain [1] Group 2 - Securities institutions recommend focusing on the North American AI hardware supply chain, indicating that despite recent corrections, participation is still advisable [1] - The demand for ASIC chips is expected to grow due to AI inference clusters, with upward revisions in the demand growth for optical modules and PCBs [1] - The underlying driver for the sector remains the rapid growth in North American inference computing demand, particularly as tech giants shift from a model arms race to user acquisition [1] Group 3 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, focusing on the supply chains of Nvidia, Apple, and Huawei [1] - The ETF covers leading stocks across various sub-industries, including AI computing, 6G, consumer electronics, semiconductors, PCBs, communication equipment, servers, optical modules, and the Internet of Things [1] - The full name of the related ETF is Huaxia CSI 5G Communication Theme ETF (515050), with off-market connections available [1]