创业板人工智能逆市收涨，资金顺势加码159363！光模块龙头强者恒强，新易盛涨超8%再创新高

Core Viewpoint - The market experienced fluctuations with a notable performance in AI-related stocks, particularly in the light module sector, indicating a strong interest and investment potential in AI computing capabilities [1][3][4]. Group 1: Market Performance - The overall market saw a rise and subsequent decline, with the AI sector, particularly the ChiNext AI ETF, showing resilience by achieving a historical high before retreating slightly [1]. - The ChiNext AI ETF (Huabao, 159363) recorded a significant trading volume of 454 million yuan, indicating strong capital inflow and a net subscription of 35 million units throughout the day [1]. Group 2: Company Performance - New Yi Sheng projected a net profit of 3.7 billion to 4.2 billion yuan for the first half of the year, representing a year-on-year increase of 327.68% to 385.47% [3]. - Zhongji Xuchuang anticipates a 50% to 109% year-on-year growth in net profit for Q2, reflecting the high demand for AI computing power [3]. Group 3: Industry Trends - A new wave of AI "arms race" is underway globally, with significant model releases expected to boost domestic demand for computing power and applications [3]. - Nvidia's market capitalization surpassing 4 trillion yuan reflects a consensus on the long-term growth potential of AI computing [3]. - The light module and high-performance hardware sectors are experiencing increased demand, benefiting leading companies in the AI computing supply chain [3][4]. Group 4: Investment Opportunities - The ChiNext AI ETF is highlighted as a key investment opportunity, with over 60% of its portfolio allocated to computing power and more than 30% to AI applications, effectively capturing the AI theme market [5]. - The ongoing competition and iteration in large models suggest sustained high investment levels in computing power, with recommendations for companies positioned to benefit from external demand and market share breakthroughs [5].