Zhong Guo Zheng Quan Bao·2025-07-16 23:54Group 1 - The AI computing power sector experienced a strong surge on July 15, with several actively managed equity funds seeing significant net value increases, outperforming related ETF products [1][2] - Fund manager Zhou Jiansheng's Nord New Life A achieved a net value growth rate of 9.42%, the highest in the market, while other funds managed by Jin Zicai also reported growth rates above 8% [2][3] - The rapid growth in the optical communication and PCB sectors over the past two years is attributed to the expansion of global customer demand and the long-term positive outlook for the AI industry, suggesting that Chinese manufacturers are likely to continue benefiting from global AI development [1][6] Group 2 - The active equity funds led the gains in the AI computing power sector, with notable performances from funds managed by Zhou Jiansheng, Jin Zicai, and Ren Jie, all reporting net value growth rates above 8% [2][3] - The ETF market also showed strong performance, with the Huaxia SSE Sci-Tech Innovation Board 50 ETF leading in trading volume, surpassing 35 billion yuan in consecutive trading days [4] - Fund inflows have been strong, with the Huaxia SSE Sci-Tech Innovation Board 50 ETF seeing nearly 10 billion yuan in net inflows on July 15, and cumulative inflows close to 50 billion yuan for July [4] Group 3 - Looking ahead, the demand for AI computing power is expected to remain high, as leading companies in the sector have reported better-than-expected financial results [5][6] - The AI industry is witnessing a continuous breakthrough in cognitive boundaries, with significant capital investments from tech giants and a substantial increase in AI cluster scale [6][7] - The market is currently reassessing the value of the AI computing power sector, with a focus on Chinese companies that possess global competitiveness [6][7]