AI算力硬件股集体走强，关注人工智能ETF(159819)等产品投资机会

Group 1 - CPO and other computing hardware stocks experienced a strong rally, with Zhongji Xuchuang rising over 11% and Xinyi Sheng increasing by over 7% as of 10:15 AM [1] - The CSI Artificial Intelligence Theme Index rose by 3.8%, driven by the increase in constituent stocks, while the trading volume of the AI ETF (159819) exceeded 500 million yuan [1] - Haiguang Information reported a revenue of 9.49 billion yuan for the first three quarters, a year-on-year increase of 54.65%, and a net profit attributable to shareholders of 1.96 billion yuan, up 28.56% year-on-year [1] Group 2 - Cambricon achieved a revenue of 4.61 billion yuan in the first three quarters, a staggering year-on-year growth of 2386.38%, with a net profit of 1.61 billion yuan, marking a turnaround from losses [1] - Both companies have sufficient inventory reserves, indicating that their annual performance is expected to maintain a high growth trend as domestic AI computing power enters a phase of significant expansion [1] - The CSI Artificial Intelligence Theme Index consists of 50 stocks involved in providing foundational resources, technology, and application support for AI, covering key segments of the AI computing, modeling, and application industries [1]