低费率创业板人工智能ETF华夏（159381）近60日涨58%，OpenAI拟斥资数万亿美元夯实AI基建

Group 1 - The core viewpoint of the articles highlights the strong performance of the optical module sector, driven by significant investments in AI infrastructure by major companies like OpenAI and Google, indicating a competitive landscape in global computing power [1][2] - OpenAI's CEO, Sam Altman, announced plans for unprecedented investments amounting to trillions of dollars to build data centers that will support the growing computational demands of AI services [1] - The AI industry is witnessing a surge in capital expenditure on computing power, with domestic companies in the optical module, server, and PCB sectors poised to benefit significantly from this expansion wave [1] Group 2 - The ChiNext AI Index has a weight of over 41% in optical modules, with the top three constituent stocks being Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%) [2] - The annual management fee for the ChiNext AI ETF Huaxia (159381) is 0.15%, with a custody fee of 0.05%, making it the lowest comprehensive fee rate among comparable funds [2]