中际旭创翻红，创业板人工智能ETF（159381）尾盘再度拉升成交额超3亿元

Core Viewpoint - The A-share market experienced volatility with a notable rebound in AI computing sectors, particularly in low-fee AI ETFs, indicating resilience in the main investment themes despite profit-taking pressures [1] Group 1: Market Performance - As of 14:49 on September 18, the low-fee AI ETF from Huaxia (159381) saw a significant increase in trading volume, exceeding 300 million yuan during the session [1] - Key stocks such as Zhongji Xuchuang, Guangku Technology, Changxin Bochuang, and Taicheng Light showed strong performance, with Zhongji Xuchuang turning positive [1] Group 2: Industry Insights - Oracle has projected a revenue of 144 billion USD for FY2030, indicating a growing demand for AI resources as supply begins to dwindle [1] - In FY26Q1, Oracle's Remaining Performance Obligations (RPO) grew by over 300 billion USD, and the company has secured significant cloud contracts with major AI players including OpenAI, xAI, Meta, NVIDIA, and AMD [1] - Guosheng Securities highlighted that demand continues to outstrip supply in the AI industry, emphasizing the performance growth and valuation advantages of supply chain companies, thus presenting investment opportunities within the industry chain [1]