创业板人工智能ETF华夏（159381）跌超2%获资金抢筹，光库科技跌超7%

Group 1 - The AI industry chain is experiencing a pullback, with the AI ETF (Hua Xia, 159381) down over 2% and several stocks like Guangku Technology down over 6% as of 10:15 AM on August 20 [1] - Despite the pullback, there is a strong enthusiasm for capital allocation, with the AI ETF attracting over 48 million yuan in net subscriptions this week [1] - The current phase of AI is characterized by a resonance in demand from both training and inference ends, as well as domestic and international markets, leading to exponential growth in upstream computing power consumption [1] Group 2 - High-level optical modules in China hold a global market share of 70%, positioning the country to benefit significantly from the current wave of AI computing power construction [1] - The AI ETF focuses on leading companies in the AI industry chain, particularly in high-demand AI computing power sectors, with over 40% weight in optical modules [1] - The ETF has seen a cumulative increase of over 50% this year, outperforming similar AI indices such as CS Artificial Intelligence and Sci-Tech Innovation AI [1]