AI叙事再强化，算力+应用反攻！创业板人工智能ETF（159363）水下直线拉升超3%，盘中振幅超5%！

Group 1 - The "computing power + AI applications" sector is experiencing a significant rebound, with the ChiNext AI index rising nearly 3% and several constituent stocks seeing gains of over 5% [1] - Among the notable performers, Kunlun Wanwei surged over 18%, while other companies like Wanxing Technology, Runze Technology, and others also saw increases exceeding 5% [1] - The largest and most liquid ChiNext AI ETF (159363) experienced a price drop of 2% before quickly rebounding over 3%, with a trading volume close to 600 million CNY [1] Group 2 - Alibaba announced plans to invest 380 billion CNY in AI infrastructure, aiming to increase the energy consumption of its global data centers by tenfold by 2032 [2] - Alibaba also launched Qwen3-Max, its largest and most powerful AI model to date, which currently ranks third on the LMArena text leaderboard, surpassing GPT-5-Chat [2] - CITIC Securities predicts continued innovation in the AI sector into the second half of 2025, driving growth across the industry [3] Group 3 - Industrial growth in the optical module and related supply chain is expected to maintain high year-on-year growth due to ongoing AI demand and advancements in silicon photonics technology [3] - The first ChiNext AI ETF (159363) has over 45 billion CNY in assets and an average daily trading volume exceeding 1.1 billion CNY, leading among six ETFs tracking the ChiNext AI index [3]