光模块个股异动，人工智能AIETF（515070）持仓股中际旭创大涨超8%

Group 1 - The A-share market saw all three major indices rise, with the Shanghai Composite Index up 0.0% closing at 3814.87 points, driven by gains in the electronics and communications sectors [1] - The AI ETF (515070) experienced fluctuations during the day, rising over 3%, with top-performing stocks including Xiechuang Data up over 11%, Zhongji Xuchuang up over 8%, and Xinyi Sheng also up 8% [1] - The Ministry of Industry and Information Technology announced plans to promote high-quality development in the AI industry, supporting the construction of intelligent computing infrastructure and the research and application of large models [1] Group 2 - Huatai Securities noted that the continuous iteration of AI large models is driving the growth in computing power demand, benefiting the underlying hardware industry chain, including optical modules and servers [1] - The application of AI is accelerating in sectors such as finance, healthcare, and education, with commercialization processes exceeding market expectations [1] - Guotai Junan Securities indicated that with the acceleration of domestic computing power construction and increased policy support, leading companies in the AI industry chain are expected to see both performance and valuation improvements [1] Group 3 - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks within the AI industry chain [2] - The top ten weighted stocks in the ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, and Hanwha Technology [2]