5G通信概念股走强，相关ETF涨超5%

Group 1 - The core viewpoint of the articles highlights a strong performance in 5G communication stocks, with notable increases in share prices for companies such as Shenghong Technology, which rose over 10%, and Zhaoyi Innovation, which hit the daily limit, while Xinyisheng and Industrial Fulian increased by over 8% [1] - The 5G-related ETFs also experienced significant gains, with the 5G50ETF rising by 5.10%, the 5G Communication ETF by 5.07%, and the 5GETF by 5.01% [2] Group 2 - Analysts suggest that AI may represent the largest industrial opportunity since cloud computing, with hardware components like GPUs continuing to grow rapidly, and ASICs expected to become a second growth driver next year [2] - The North American computing power industry chain is anticipated to maintain high growth rates in the coming quarters, driven by the synergy between revenue growth and capital expenditure from cloud service providers [2] - The development of artificial intelligence is described as being in an upward trajectory, with a clear operational loop [2]