创业板人工智能ETF华夏（159381）震荡回调，关注光模块CPO长期布局机会

Group 1 - The core viewpoint of the news highlights a significant adjustment in the ChiNext AI concept stocks, particularly the Huaxia AI ETF (159381), which has seen a decline of over 10% as of September 4, despite a strong performance in the previous months with over 25% increase in the last 20 days and over 58% in the last 60 days [1][2] - The Huaxia AI ETF has attracted a net inflow of 213 million yuan over the past 10 trading days, with 8 days showing positive net inflow, indicating strong investor interest and support for potential rebounds [1] - According to CITIC Securities, the AI sector is experiencing high overall prosperity compared to other sectors, with significant growth in areas such as optical modules, copper-clad laminates, GPUs, and AI computing power, while some segments like HBM and semiconductor equipment show lower prosperity [1] Group 2 - The Huaxia AI ETF (159381) tracks the ChiNext AI Index (970070.CNI) and focuses on leading companies in the AI industry chain, particularly in high-prosperity AI computing power, with over 40% weight in optical modules [2] - The ETF has achieved an impressive cumulative increase of over 60% this year, outperforming similar AI indices such as CS Artificial Intelligence and Sci-Tech Innovation AI [2] - The ETF has a low comprehensive fee rate of only 0.20%, making it one of the most cost-effective options in its category [2]