Group 1 - The A-share market experienced fluctuations, with the AI computing sector continuing its pullback, as evidenced by the 5G communication ETF (515050) declining by 0.89% [1] - Despite the overall market trend, certain stocks such as SourceJet Technology, Unisplendour, and others showed resilience, indicating selective investment opportunities [1] - The 5G communication ETF has attracted over 550 million yuan in the last four trading days, bringing its total scale to 9 billion yuan, highlighting strong investor interest in the sector [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 [2] - 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 [2] - The recommendation for the computing power sector includes both overseas and domestic computing chains, reflecting confidence in the industry's growth potential [2]
5G通信ETF（515050）连续4日吸金5.51亿元，资金逆市布局光模块+PCB算力方向
Mei Ri Jing Ji Xin Wen·2025-09-03 02:37