Xin Lang Cai Jing·2025-07-25 01:46Group 1 - The 7th World Artificial Intelligence Conference (WAIC 2025) will be held on July 26 in Shanghai, featuring major AI companies like Huawei, Alibaba, Baidu, and SenseTime, focusing on cutting-edge topics such as large models, robotics, smart chips, and industrial integration, reigniting interest in the AI market [1] - The newly launched Dacheng ChiNext AI ETF (159242.SZ) achieved impressive performance on its first day, ranking among the top two in terms of trading volume and latest scale compared to similar products [1] - The ChiNext AI Index has seen a cumulative increase of 151.75% in 2023, significantly outperforming the Sci-Tech Innovation Board AI Index at 82.02% and the CSI AI Index at 102.88%, indicating strong growth potential and market capture ability [1] Group 2 - The ChiNext AI Index focuses more on "hardware + underlying support" compared to the Sci-Tech AI Index, which emphasizes algorithms and software, with heavy investments in optical modules, computing chips, edge computing, and operating systems, aligning with the core logic of current AI industry expansion [1] - Key companies in the index, known as the "three musketeers of optical modules"—Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication—are deeply embedded in the supply chains of global tech giants like Nvidia, benefiting from global computing upgrades and the iteration of 1.6T high-speed optical modules, with expected net profit growth rates exceeding 50% by 2025 [1] - Guosheng Securities highlights the long-term growth potential of the A-share computing power sector, suggesting that as AI applications transition from laboratories to commercialization, computing infrastructure is poised to become a core driver in the next "cloud computing golden decade" [2]