Group 1 - AI computing power sector has seen a strong rally, with companies like Zhongji Xuchuang and Xinyi Sheng rising over 7%, and Shenghong Technology increasing by over 13% [1] - Google is actively promoting the external deployment of its TPU in small cloud service providers' data centers, with the seventh generation TPU Ironwood designed specifically for AI inference scenarios [1] - The Ironwood TPU boasts a peak computing power that is over 24 times that of the world's largest supercomputer, El Capitan, when configured with 9216 chips, and requires a communication bandwidth of 1.2 TBps [1] Group 2 - The Huaxia ChiNext AI ETF (159381) tracks the ChiNext AI Index, with over 50% weight in optical module CPO, and the top three weighted stocks being Xinyi Sheng (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%) [2] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, focusing on the supply chains of Nvidia, Apple, and Huawei, with optical module CPO stocks accounting for 38% of its weight [2] - The latest scale of the 5G Communication ETF exceeds 8 billion yuan, and it has a low comprehensive fee rate of only 0.20% [2]
中际旭创放量上涨成交额达200亿元,创业板人工智能ETF、5G通信ETF涨超4%