创业板人工智能ETF华夏（159381）涨超1%冲击三连阳，天孚通信涨超7%

Group 1 - A-shares experienced slight adjustments, while the optical module CPO concept showed strong performance, with the AI ETF tracking the concept rising over 1% and hitting a three-day winning streak [1][2] - Tianfu Communication surged over 7%, with other stocks like Zhongji Xuchuang, Xinyi Sheng, Kunlun Wanwei, Taicheng Guang, and others also performing well [1] - OpenAI is expanding its collaboration and accelerating computing power investments, with a partnership with Broadcom to deploy a 10GW custom AI accelerator by the second half of 2026, aiming for completion by the end of 2029 [1] Group 2 - Huaxi Securities emphasizes the importance of information communication as a key infrastructure for the new round of technological upgrades, focusing on AI computing power infrastructure networks and integrated communication networks [2] - The AI ETF tracking the ChiNext AI index has a significant weight in optical module CPO stocks, with the top three holdings being Zhongji Xuchuang (20.95%), Xinyi Sheng (20.42%), and Tianfu Communication (5.39%) [2] - The ETF has a low on-market comprehensive fee rate of only 0.20%, making it competitive in its category [2]