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低费率创业板人工智能ETF华夏(159381)近5日吸金超2亿元,光模块CPO含量超50%
Mei Ri Jing Ji Xin Wen·2025-09-02 05:03

Group 1 - The A-share market experienced fluctuations, with the AI computing sector undergoing a short-term correction, as indicated by the decline of over 2% in the entrepreneurial board AI index, which has a CPO weight of over 50% in optical modules [1] - Alibaba reported a revenue of 33.398 billion yuan for its cloud business in Q2 2025, marking a year-on-year growth of 26%, with AI-related revenue continuing to grow at triple-digit rates, contributing over 20% to external commercialization revenue [1] - Nvidia anticipates capital expenditures of approximately $600 billion this year for CSPs, with the Chinese market expected to reach around $50 billion, projecting an annual growth rate of about 50% in China [1] Group 2 - The high-end optical module market in China holds a global market share of 70%, benefiting significantly from the current AI computing construction wave [2] - The Huaxia entrepreneurial board AI ETF (159381) tracks the entrepreneurial board AI index (970070.CNI) and focuses on leading companies in the AI industry chain, particularly in high-demand AI computing sectors [2] - The top three weighted stocks in the optical module CPO, which accounts for over 50% of the index, are Xinyi Sheng (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%) [2]