“算力ETF”——5G通信ETF（515050）再度走强，《上海市加快推动“AI+制造”发展的实施方案》发布

Group 1 - The AI computing power industry chain is leading the market, with significant activity in optical modules and optical communication concepts, as evidenced by the 5G Communication ETF (515050) rising over 2% [1] - Shanghai's three departments released an implementation plan to accelerate the integration of AI and manufacturing, aiming to enhance the level of intelligent development in the manufacturing sector over the next three years [1] - The domestic AI computing power industry chain, particularly in optical modules, PCBs, and servers, is expected to benefit significantly from the ongoing AI computing construction wave, with a high demand for computing power [1] Group 2 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, with a latest scale of 7 billion yuan, focusing on key players in the AI computing hardware and 6G industry chain [2] - The weight of optical module CPO concept stocks in the ETF is 31%, while PCB circuit board concept stocks account for 15.95% [2] - The top ten weighted stocks in the ETF include major companies such as Zhongji Xuchuang, Xinyi Sheng, and Lixun Precision [2]