Mei Ri Jing Ji Xin Wen·2025-09-05 20:03Group 1 - A-shares showed mixed performance on September 5, with the Shenzhen Component Index and ChiNext Index rising, while the optical module CPO concept stabilized and rebounded [1] - The artificial intelligence ETF Huaxia (159381) tracking the ChiNext AI Index saw a net inflow of 88.74 million yuan, with over 51% weight in optical module stocks [1] - The optical module industry is expected to maintain high growth due to increased capital expenditure from overseas clients, rising demand for high-speed products, and strong delivery capabilities from leading companies [1] Group 2 - The Huaxia artificial intelligence ETF focuses on AI industry leaders and has a low comprehensive fee rate of 0.20%, making it attractive for investors [2] - The 5G communication ETF (515050) has a scale exceeding 8 billion yuan and focuses on key players in the AI computing hardware and 6G industry chain, with 38% weight in optical module CPO stocks [2] - The top three weighted stocks in the Huaxia AI ETF are Xinyi Technology (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%) [2]