5G通信ETF（515050）连续3日吸金3.78亿元，聚焦光模块、PCB算力龙头

Group 1 - The AI industry chain experienced a collective pullback, with the 5G Communication ETF (515050) dropping by 3.85% and the AI ETF (159381) declining by 4.66% as of September 2 [1] - Despite the pullback, there is a strong capital inflow into the computing power sector, with the 5G Communication ETF attracting 378 million yuan over three consecutive days, bringing its total scale to over 9 billion yuan [1] - The recent issuance of the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" outlines goals for AI integration across six key areas by 2027, aiming for over 70% application penetration of new intelligent terminals and significant growth in the core industries of the intelligent economy [1] Group 2 - Citic Securities noted that both Alibaba and Nvidia's latest financial reports indicate robust growth in investment from domestic and international CSP manufacturers in computing power [1] - Alibaba's AI-related revenue continues to grow at triple-digit rates, providing a clearer path for AI commercialization and alleviating investor concerns regarding AI investment returns [1] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and has a current scale exceeding 9 billion yuan, focusing on key players in the Nvidia, Apple, and Huawei supply chains [2]