创业板人工智能ETF华夏（159381）午后拉升涨近2%，光模块CPO强者恒强！中际旭创涨超8%

Core Viewpoint - The CPO of optical modules has seen a rapid increase, with significant gains in related stocks and a positive market outlook for September driven by continuous capital inflow and profit accumulation [1][2] Group 1: Market Performance - As of September 3, the CPO of optical modules has strengthened, with stocks like Zhongji Xuchuang, Guangku Technology, and others rising significantly [1] - The AI-themed ETF, Huaxia (159381), which tracks the AI index, has seen a nearly 2% increase, with over 51% weight in optical module CPO stocks [1][2] Group 2: Investment Outlook - According to招商证券, the market is expected to maintain a trend of upward movement in September, although at a potentially slower rate compared to August [1] - The key drivers for this upward trend include the accumulation of profit effects and the inflow of incremental capital, which has been validated by the market's performance [1] Group 3: Sector Focus - The main focus areas for future market developments include AI computing power, semiconductor autonomy, solid-state batteries, commercial aerospace, controllable nuclear fusion, and innovative pharmaceuticals [1] - The Huaxia AI ETF has outperformed similar AI indices, with a year-to-date increase of over 80% [2]