创业板人工智能ETF华夏(159381)涨近8%，光模块CPO含量超51%

Group 1 - The AI computing sector is experiencing significant growth, with the ChiNext AI Index rising over 7% on September 11, driven by strong performances from stocks like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [1] - The Huaxia ChiNext AI ETF (159381) saw an increase of 8%, reaching a price of 1.668 yuan, with a trading volume of 267 million yuan [1] - The 5G Communication ETF (515050) also performed well, rising over 8% [1] Group 2 - The Huaxia ChiNext AI ETF has grown by 354 million yuan in size over the past month, benefiting from the ongoing rise in the computing sector and capital inflows [2] - Oracle's recent financial report, showcasing substantial order amounts, has positively influenced market sentiment, with analysts noting Oracle's strategic positioning in the AI training and inference market [2] - The current phase of artificial intelligence is characterized by a convergence of policy, technology, and demand, with domestic chip and cloud computing leaders gradually validating their performance [2] Group 3 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and has a scale exceeding 8 billion yuan, focusing on companies like Nvidia, Apple, and Huawei [3] - The Huaxia ChiNext AI ETF (159381) tracks the ChiNext AI Index, with over 50% weight in optical module CPO stocks, and the top three holdings being Xinyi Sheng (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%) [3] - The Huaxia ChiNext AI ETF has a low comprehensive fee rate of only 0.20%, making it competitive within its category [3]