中际旭创等CPO股急跌调整，创业板人工智能ETF华夏（159381）跌近5%，怎么看？

Group 1 - The core viewpoint of the news is that the recent decline in the optical module CPO concept stocks is seen as a technical adjustment rather than a sign of the end of the market trend, with profit-taking behavior observed among investors [1] - The optical module CPO concept stocks have experienced a significant increase of 114.7% since the bottom on April 8, 2023, leading to a current need for profit-taking [1] - The AI sector, particularly the optical module CPO, has been a strong performer this year, but recent adjustments are attributed to technical corrections and shifts in capital flows towards defensive sectors [1] Group 2 - The AI industry is viewed as a core driving force for market investment, with recent adjustments providing good long-term investment opportunities [2] - The development of the AI industry has been elevated to a national strategy, indicating a broad growth space for the future, supported by government policies emphasizing its strategic significance [2] - The AI sector is at a commercial turning point, with technological breakthroughs and domestic replacements driving growth, creating a closed-loop system between chips, models, and applications [2] Group 3 - The A-share market is currently experiencing high volatility, but the downward risk is considered low, with no tightening signals or risk events present [3] - The micro liquidity in the A-share market remains stable, with the margin trading balance reaching a record high of 2.3 trillion yuan, indicating strong market sentiment [3] - New account openings in the A-share market have surged, with 2.65 million new accounts in August 2023, reflecting a significant increase compared to previous months [4] Group 4 - The technology growth sector, particularly in AI and related fields, is showing strong performance, with new momentum areas gaining market confidence and profitability [4] - The net profit growth rate of new momentum sectors has turned positive, indicating a shift in profitability dynamics compared to traditional sectors [4] Group 5 - The optical module ETF, which tracks the AI industry, has a high weight of 51% in optical module CPO stocks, making it a significant player in the AI investment landscape [6] - The ETF has a low comprehensive fee rate of 0.2%, making it attractive for investors looking to gain exposure to the AI sector [6] - For a more balanced investment approach, the 5G communication ETF is highlighted, focusing on major players in the AI hardware and 6G industry, with a weight of 38% in optical module CPO stocks [6]