Group 1 - Asian stock markets showed a significant rebound on July 8, with the A-share market experiencing notable movements, particularly in sectors related to circuit boards, optical modules CPO, and the North American computing industry [1] - The AI computing sector is expected to continue delivering strong performance as the mid-year reporting season approaches, with a projected 7% year-on-year growth in net profit for the telecommunications sector in Q2 2025, and a 38% growth when excluding major operators [1] - The optical communication sector is anticipated to maintain high growth in both domestic and overseas markets, contributing to a positive outlook for the industry [1] Group 2 - The Huaxia AI ETF (159381) tracks the AI index of the ChiNext board, focusing on AI companies listed on the ChiNext, with a daily price fluctuation limit of ±20%, indicating high volatility [2] - The ETF has a significant weight in optical module CPO stocks, exceeding 33%, and includes leading companies such as Newyeason, Zhongji Xuchuang, and Tianfu Communication [2] - The fund has a competitive management fee rate of 0.15% and a custody fee rate of 0.05%, making its overall fee structure one of the lowest among comparable funds [2]
关税扰动缓和，AI算力链强势反弹，低费率创业板人工智能ETF华夏（159381）涨超2%