寒武纪、中际旭创绩后大涨！创业板人工智能ETF华夏涨超5%

Core Viewpoint - The AI industry chain is experiencing significant growth, driven by strong performance in AI computing power-related stocks, particularly in the semiconductor and optical module sectors, as evidenced by the surge in the AI-focused indices and ETFs [1][2]. Group 1: Market Performance - As of August 27, the AI computing power index on the ChiNext board, which has nearly 50% AI computing power content, rose over 5% [1]. - The 华夏 (159381) AI computing power ETF saw a 5.69% increase, reaching a new intraday high, with a trading volume exceeding 200 million yuan and net subscriptions surpassing 20 million units [1]. Group 2: Company Financials - Zhongji Xuchuang (300308), a leader in optical modules, reported a revenue of 14.789 billion yuan, a year-on-year increase of 36.95%, and a net profit of 3.995 billion yuan, up 69.4% [1]. - Cambricon, a leader in AI computing power chips, achieved total revenue of 2.881 billion yuan, a staggering year-on-year growth of 4347.82%, with a net profit of 1.038 billion yuan, up 295.82% [1]. Group 3: Industry Trends - There is a notable increase in capital expenditure by overseas cloud service providers to meet the rising demand for AI applications, indicating a rapid growth trend in overall capital spending [1]. - Domestic internet companies are also significantly increasing their capital expenditure on AI infrastructure, supported by favorable policies that promote the development of the computing power industry chain [1].