光模块CPO概念股活跃，低费率创业板人工智能ETF华夏（159381）盘中涨超2%，资金积极布局

Group 1 - The core viewpoint of the news highlights the strong performance of AI-related stocks, particularly the Huaxia AI ETF, which saw significant trading volume and inflows, indicating active market interest in this sector [1] - The Huaxia AI ETF (159381) focuses on the "ChiNext AI Index," with a substantial weight of 56.7% allocated to optical modules, and includes domestic software and AI application companies, showcasing high elasticity [1] - The top three holdings in the ETF are Zhongji Xuchuang (26.62%), Xinyi Sheng (19.35%), and Tianfu Communication (5.05%), with the ETF having the lowest comprehensive fee rate of 0.20% among its peers [1] Group 2 - Google's self-developed AI chip TPU is gaining market attention, with Morgan Stanley raising its production forecasts significantly for 2027 and 2028, indicating a potential revenue boost for Alphabet [2] - The production forecast for Google's TPU has been increased from approximately 3 million units to 5 million units for 2027, a 67% increase, and from about 3.2 million units to 7 million units for 2028, a 120% increase [2] - The strong performance of Google's new model Gemini 3 and Nvidia's recent earnings report suggests a positive feedback loop between model innovation and computing power expansion, driving accelerated demand for computing resources [2]