阿里千问App上线公测+巴菲特建仓谷歌，费率成本最低的业板人工智能ETF华夏上涨1.8%，连续6日“吸金”

Group 1 - The AI hardware and software sectors are experiencing simultaneous growth, with notable stock increases such as BlueFocus and Dongfang Guoxin rising by 13%, and Zhongji Xuchuang by 2%, contributing to a 1.82% rise in the Huaxia AI ETF [1] - Warren Buffett's investment in Google, now his tenth largest holding, is interpreted as a positive signal for the future of AI, alleviating concerns about an AI bubble. Zhongji Xuchuang is identified as a core supplier of optical modules for Google's data centers [1] - Alibaba has officially launched the public beta of its Qianwen App, aiming to penetrate the AI to C market by creating the best personal AI assistant using advanced models [1] - Reports indicate that overseas giants are proactively raising prices and securing orders for optical modules. Northeast Securities anticipates high visibility in optical module demand for next year, with continuous upward revisions in order guidance, leading to a supply-demand imbalance becoming a norm in the industry [1] - Current AI models are entering a phase of application penetration, with exponential growth in token usage. The demand for computing hardware is still in its early stages, suggesting that there is no need for excessive pessimism regarding hardware demand [1] Group 2 - The Huaxia AI ETF (159381), which has the highest CPO content and lowest fee rate in the AI index, has increased by 1.82%. Key weighted stocks include Xinyi Sheng (optical modules), Zhongji Xuchuang (optical modules), Tianfu Communication (optical devices), and Runze Technology (IDC/cloud computing), with CPO content exceeding 50% [2]