算力股强势上攻，创业板人工智能ETF华夏（159381）快速拉升翻红，中际旭创涨超3%

Group 1 - The A-share market is experiencing a strong rally in the AI computing power sector, with the ChiNext AI ETF (华夏 159381) rebounding after previously dropping over 2% [1] - Major stocks leading the charge include Capital Online, Zhaolong Interconnect, Zhongji Xuchuang, and Xinyi Sheng [1] - CITIC Securities continues to recommend the computing power infrastructure supply chain, anticipating a rebound in domestic AI computing power demand from September to October, driven by strong North American demand [1] Group 2 - Guosheng Securities highlights that the ongoing investments by overseas AI giants in computing infrastructure and significant capital expenditure increases by cloud service providers confirm the industry's high prosperity and stable fundamentals [1] - The recent short-term adjustments are attributed to emotional fluctuations and previous gains, which provide a good opportunity for positioning in the long-term demand logic driven by AI [1] - The ChiNext AI ETF (华夏 159381) tracks the ChiNext AI Index (970070.CNI), with over 50% weight in optical modules, and the top three weighted stocks are Xinyi Sheng (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%) [1] Group 3 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, with a latest scale exceeding 8 billion [2] - It focuses on the supply chains of Nvidia, Apple, and Huawei, with optical module CPO concept stocks accounting for 38% and PCB circuit board concept stocks for 14% [2] - The full name of the related ETF is Huaxia CSI 5G Communication Theme ETF (515050) [2]