
Group 1 - The A-share market opened higher on August 21, with the 5G communication ETF (515050) experiencing a decline of 1.24% after an intraday rise of over 1.5% [1] - The technology sector faced a pullback, attributed to profit-taking by some investors, leading to increased capital outflow pressure [1] - Long-term prospects for the computing power sector are viewed positively, with a macro, meso, and micro three-dimensional resonance, indicating potential investment opportunities during the pullback [1] Group 2 - The 5G communication ETF (515050) has a deep focus on AI computing hardware and leading companies in the 6G industry chain, with a latest scale of 7 billion [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: Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, ZTE Corporation, Zhaoyi Innovation, Hudian Co., Dongshan Precision, GoerTek, and Shengyi Technology [2]