创业板人工智能ETF华夏（159381）盘中涨超7%，光模块CPO概念股权重占比超54%

Group 1 - The core viewpoint of the articles highlights the ongoing rebound in the optical module and computing power sectors, driven by significant investments in AI infrastructure both domestically and internationally [1][2] - The Huaxia AI ETF (159381) has seen a substantial increase of over 7%, with key holdings like Zhongji Xuchuang rising over 14% and Xinyi Sheng increasing by over 10%, indicating strong market performance [1] - Alibaba's Q3 financial report revealed a 34% year-on-year revenue growth in its cloud intelligence group, reaching 39.82 billion yuan, surpassing market expectations, which underscores the growing demand for AI and cloud infrastructure [1] Group 2 - Continuous investment in computing power infrastructure is expected to maintain high prosperity in the sector, with AI driving infrastructure investment and the formation of business models [2] - The introduction of multimodal models is anticipated to further enhance the demand for computing and storage capabilities, presenting opportunities for performance upgrades and valuation increases within the AI industry chain [2]