创业板人工智能ETF华夏（159381）跌超1%，近20日吸金超1.2亿元

Group 1 - The AI computing hardware sector experienced a majority pullback, with semiconductor equipment, lithography machines, memory, and optical module CPOs leading the adjustments, as the AI index focusing on optical module CPO and cloud computing fell by 1.41% [1] - Despite the overall decline, several component stocks such as Runze Technology, Jinxinno, Shenzhou Taiyue, Ruijie Networks, and others showed resilience and gained strength [1] - The Huaxia ETF (159381), which tracks the AI index, saw a rapid transaction volume exceeding 565 million yuan, indicating active capital allocation, with a net inflow of over 120 million yuan in the past 20 trading days [1] Group 2 - The optical module and PCB sectors, representing the upstream computing power supply chain, have been exporting significantly to overseas tech companies like Nvidia and Microsoft, with the proportion of overseas revenue steadily increasing [1] - As domestic computing power accelerates, demand growth is expected to rise, supported by the continuous upgrade of capital expenditures by North American giants and ongoing technological iterations within the industry [1] - The market's positive outlook on the A-share North American computing power supply chain has been bolstered, leading to sustained performance in the North American computing power market [1]