Mei Ri Jing Ji Xin Wen·2025-09-05 06:48Group 1 - The technology sector is experiencing a collective rebound, with significant gains in AI-related stocks, particularly in the optical module and computing power concepts [1] - The AI computing industry is entering a heated investment phase, with major CSP companies increasing capital expenditures towards AI computing, indicating a growth trend in the sector [1] - The investment logic in the AI computing industry is being reinforced, highlighting the importance of computing power as a critical resource for future applications and market advantages [1] Group 2 - The Huaxia ChiNext AI ETF (159381) tracks the ChiNext AI Index, with over 50% weight in optical module CPO, and top holdings including Xinyi Technology (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%) [2] - The 5G Communication ETF (515050) focuses on the 5G communication theme, with a scale exceeding 8 billion, and includes significant weights in optical module CPO and PCB circuit board concepts [2]