算力大牛股再轰历史新高！高“光”159363收盘价刷新高，标的指数低点以来涨超50%大幅跑赢同类

Group 1 - The core viewpoint highlights the strong performance of computing hardware stocks, particularly in the optical module sector, driven by robust AI demand, with the ChiNext AI index showing a cumulative increase of over 50% since late April [3][5] - Notable stocks such as Xinyi Technology surged over 8%, reaching a market capitalization exceeding 180 billion yuan, with significant trading volume [1][5] - The ChiNext AI ETF (159363) also performed well, closing up 3.12% and achieving a near-record trading volume of 411 million yuan [1][3] Group 2 - Recent earnings reports from key players in the computing hardware sector exceeded expectations, with profits benefiting from strong overseas AI demand [5][6] - Analysts predict high growth for the sector in the coming years, with potential upward revisions for 2025 and 2026 earnings [5][6] - The computing industry is viewed as a rare growth sector in A-shares, with expectations for a shift towards growth stock valuation as AI commercialization continues [5][6] Group 3 - The competition and iteration in large models suggest sustained high investment in computing capabilities, with recommendations to focus on companies benefiting from external demand and those in critical upstream segments [6][7] - The first ChiNext AI ETF is highlighted as a key investment vehicle, with over 60% of its portfolio allocated to computing infrastructure and more than 30% to AI applications [6][7]