新易盛强势翻红彰显算力韧性，5G通信ETF、创业板人工智能ETF华夏受到资金关注

Group 1 - The A-share market continues to experience fluctuations, with sectors like optical modules and chips showing resilience despite initial declines [1] - The 5G Communication ETF (515050) has seen a net inflow of 133 million yuan over the past five days, while the AI ETF (159381) has attracted 167 million yuan [1] - Minsheng Securities expresses confidence in the long-term growth of the optical module industry, highlighting its strategic importance in AI and data center connectivity [1] Group 2 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, with a total scale exceeding 8 billion yuan, focusing on companies like Nvidia, Apple, and Huawei [2] - The index has a high concentration in "hard technology," with communication and electronics sectors accounting for nearly 80% of its weight [2] - The AI ETF (159381) tracks the ChiNext AI Index, with optical modules making up 51.8% of its weight, and the top three holdings being Zhongji Xuchuang (20.95%), Xinyi Sheng (20.42%), and Tianfu Communication (5.39%) [2]