Group 1 - The artificial intelligence (AI) industry chain continues to experience significant growth, with the ChiNext AI index rising over 3% to reach new highs, driven by strong performance in companies like Zhongwen Online and Xiechuang Data [1][4] - The AI sector is seeing increased capital inflow, particularly in the North American and domestic supply chains, with a focus on optical modules and related infrastructure [3][4] - The ChiNext AI index has surged 11.77% in the past week, outperforming other AI indices, with a year-to-date increase of over 57% [4][5] Group 2 - The 2025 China Computing Power Conference highlighted the government's commitment to optimizing national computing power infrastructure, indicating a favorable environment for investment in this sector [3] - The current user penetration of AI large models is still low, suggesting significant growth potential in computing power investments as the industry matures [3] - The first ETF tracking the ChiNext AI index has reached a new high in scale, exceeding 3 billion yuan in average daily trading volume, indicating strong market interest [5][6]
算力大爆发!光模块龙头新高不断,高“光”创业板人工智能ETF(159363)猛冲超3%续刷上市新高