光模块CPO强势反弹，创业板人工智能ETF华夏、5G通信ETF涨超1%

Group 1 - The A-share technology sector continues to recover, with the optical module CPO concept leading the market, particularly with companies like LianTe Technology rising over 10% [1] - The AI application penetration is accelerating, leading to a surge in demand for inference computing power, which is expected to benefit the entire industry chain [2] - Alphabet's Google announced the release of its latest AI model, Gemini 3, which aims to provide better answers to complex questions with fewer user prompts, enhancing capabilities in programming, application development, and image generation [1] Group 2 - The Huaxia AI ETF (159381) tracks the AI index and has a significant weight in optical module CPO stocks, with the top three holdings being Zhongji Xuchuang (24.78%), Xinyi Sheng (19.40%), and Tianfu Communication (5.11%) [2] - The Huaxia 5G Communication ETF (515050) focuses on the 5G communication theme index and has a latest scale exceeding 8 billion, with major holdings including Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, and Zhaoyi Innovation [2] - The comprehensive fee rate for the on-site ETF is only 0.20%, the lowest among its peers, indicating a cost-effective investment option [2]