算力投资保持强劲增长！中际旭创暴涨超10%，创业板人工智能ETF(159363)涨幅再度扩大超5%，继续放量新高

Core Viewpoint - The AI sector in the ChiNext market is experiencing significant growth, with the ChiNext AI Index rising by 4.35% and several component stocks reaching new highs, indicating strong investor interest and capital inflow into AI-related assets [1] Group 1: Market Performance - The ChiNext AI Index saw a notable increase of 4.35%, with stocks like Ruijie Networks up by 14.57%, Guangku Technology by 13.01%, and Zhongji Xuchuang by over 10%, all reaching historical highs [1] - The ChiNext AI ETF (159363) hit a new historical high with a price increase of 5%, and a real-time transaction volume exceeding 1.1 billion yuan, reflecting a significant increase in trading activity [1] Group 2: Capital Expenditure Trends - Major cloud service providers are continuing to increase their capital expenditures, with Alibaba Cloud reporting a capital expenditure of 38.6 billion yuan in Q2 2025, a year-on-year increase of 220% and a quarter-on-quarter increase of 57.1%, marking a record high for a single quarter [1] - NVIDIA anticipates capital expenditures of approximately 600 billion yuan this year, with the Chinese market expected to reach around 50 billion yuan, projecting an annual growth rate of about 50% [1] Group 3: Investment Recommendations - The company suggests focusing on the first ChiNext AI ETF by Huabao (159363) and its associated funds, which allocate approximately 70% to computing power and 30% to AI applications, effectively capturing the AI theme market [2] - As of August 29, 2025, the ChiNext AI ETF (159363) reached a new scale of over 4.4 billion yuan, with an average daily transaction volume exceeding 500 million yuan, ranking first among six ETFs tracking the ChiNext AI Index [2]