创业板人工智能ETF华夏（159381）盘中暴涨6%！成交额、盘中价格双双创历史新高

Core Viewpoint - The AI computing power industry chain continues to show strong performance, with the AI-focused ETF from Huaxia reaching historical highs in both trading volume and price, driven by the demand for high-performance computing in AI applications [1] Group 1: ETF Performance - The Huaxia AI ETF (159381) saw an intraday increase of over 6%, with trading volume exceeding 2 billion yuan, marking a historical high for both metrics [1] - The ETF focuses on high-demand AI computing power, with over 40% weight in optical modules [1] - Key holdings such as Zhongke Chuangda surged over 15%, while other stocks like Changxin Bochuang, Xinyisheng, Zhongji Xuchuang, and Tianfu Communication also reached historical highs [1] Group 2: Market Trends - The demand for computing power in AI training has reached new heights, necessitating ultra-large memory to support models with hundreds of billions of parameters and terabyte-level sizes [1] - The release of Nvidia's H200 has accelerated the technological iteration, with the 1.6T era expected to arrive sooner [1] - High computing power and low power consumption are identified as key development directions for the market, with the growth of AIGC driving the demand for faster 800G and 1.6T optical modules [1]