光模块CPO早盘冲高，创业板人工智能ETF华夏（159381）涨超2%，中际旭创放量飙升超9%

Group 1 - The AI computing power industry chain remains active, with significant gains in related stocks and ETFs, particularly the AI ETF from the ChiNext market, which rose over 2.2% as of 9:35 AM on July 29 [1] - The Shanghai government has issued measures to further expand AI applications, including a 600 million yuan subsidy for computing power, aimed at reducing costs and supporting the development of large models [1] - The measures include a maximum 30% rent subsidy for entities renting computing power, with additional support for self-deployed computing facilities [1] Group 2 - The ChiNext AI ETF has seen a remarkable increase of 31.29% since June, significantly outperforming other similar AI ETFs [2] - The index for the ChiNext AI ETF has over 33% weight in optical modules, with leading companies like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication among the top three constituents [2] - The annual management fee for the ChiNext AI ETF is 0.15%, and the custody fee is 0.05%, making it the lowest comprehensive fee rate among comparable funds [2]