Sou Hu Cai Jing·2025-09-11 02:14Core Viewpoint - The AI computing sector is experiencing significant growth, driven by strong performance in related stocks and ETFs, particularly in the context of rising global AI investment enthusiasm following Oracle's impressive financial results [1][2][3]. Group 1: Stock Performance - High-performance computing stocks, particularly in the AI sector, saw substantial gains, with Zhongji Xuchuang rising over 6%, Xinyi Sheng increasing over 5%, and Tianfu Communication up over 2% [1]. - The Huabao ChiNext AI ETF (159363) surged nearly 3% at the opening, leading the market with a trading volume exceeding 300 million yuan, indicating a notable increase in market activity [1][2]. Group 2: Market Sentiment and Investment Trends - Oracle's recent earnings call revealed a remarkable increase in remaining performance obligations (RPO) to $455 billion, a year-on-year surge of 359%, which has fueled market enthusiasm for AI-driven growth [1][3]. - Analysts from Guojin Securities and Guosheng Securities express a positive outlook on the computing sector, emphasizing the synergy of "computing power + models + applications" and the ongoing capital expenditure increases from both domestic and international cloud service providers [3]. Group 3: Investment Recommendations - The report suggests focusing on the AI computing opportunities centered around optical modules, recommending the first ChiNext AI ETF (159363) and related funds, which have over 70% of their portfolio in computing power and over 20% in AI applications [3].