CPO等算力产业链回调，5G通信ETF、创业板人工智能ETF跌超2%

Group 1 - The A-share market experienced fluctuations on July 2, with a notable decline in the AI computing power industry chain, particularly in optical modules and optical communication stocks such as Tai Chen Guang, Zhong Ji Xu Chuang, Tian Fu Communication, and Dongtu Technology [1] - The 5G Communication ETF (515050), which focuses on the Nvidia and Apple supply chain, fell by 2.37%, while the AI computing-focused ChiNext ETF (159381) dropped by 2.1% [1] - Short-term analysis indicates that the computing power sector has accumulated significant gains in June, leading to a need for profit-taking, while the long-term outlook suggests global expansion in computing power infrastructure [1] Group 2 - The AI computing power and Nvidia supply chain can be accessed through the 5G Communication ETF (515050), which tracks the CSI 5G Communication Theme Index and includes major players in AI computing, 6G, consumer electronics, semiconductors, PCB, communication equipment, servers, optical modules, and IoT [2] - The ChiNext AI ETF (159381) offers higher volatility potential, tracking the ChiNext AI Index and selecting AI-focused companies listed on the ChiNext board, with a daily price fluctuation limit of ±20% [2] - The index for the ChiNext AI ETF has over 30% weight in optical modules, with top five constituents including Xin Yi Sheng, Zhong Ji Xu Chuang, and Tian Fu Communication, while the top ten also feature companies in chip design and cloud computing sectors [2]