全球AI算力军备竞赛持续发酵！科创人工智能ETF华夏(589010)盘中翻红再向上！

Core Viewpoint - The AI computing power arms race is intensifying globally, with major tech companies increasing capital expenditures to enhance their computing capabilities, which is expected to benefit the AI hardware supply chain [1][2]. Group 1: Market Performance - The AI ETF Huaxia (589010) rose by 0.77%, recovering from a brief dip earlier in the afternoon [1]. - Among the constituent stocks, Cambricon led the gains with a rise of 12.56%, while Anlu Technology fell by 4.21% [1]. - The trading volume exceeded 18 million, with a turnover rate of 23.61%, indicating sustained capital inflow [1]. Group 2: Industry Developments - OpenAI's CEO announced plans to double the computing power cluster within five months due to the surge in demand for GPT-5 [1]. - Major companies like xAI, Microsoft, and Meta are accelerating data center construction, contributing to a global "computing power arms race" [1]. - The ongoing competition is expected to boost the AI hardware supply chain, with a focus on key segments such as CPO, PCB, liquid cooling, servers, copper cables, power equipment, and diesel generators [1].