Group 1 - The core viewpoint of the news highlights the active performance of AI hardware stocks, particularly in the context of the entrepreneurial board, with significant gains in companies like Zhishang Technology and Taicheng Light [1] - The largest and most liquid AI-themed ETF, the Entrepreneurial Board AI ETF (159363), saw a 1% increase in value, with a trading volume exceeding 250 million yuan, leading the market in AI-themed ETFs [1] - Major AI hardware stocks such as optical modules and high-speed copper connections are experiencing a surge in demand, driven by the ongoing development of AI applications [3] Group 2 - Long-term investment opportunities are anticipated in the AI infrastructure sector, particularly in components like optical modules, PCBs, and copper cables, as demand rapidly increases [3] - Significant revenue growth and profit margin expansion are expected for leading optical module suppliers by 2025, supported by ongoing investments in AI infrastructure [3] - The Entrepreneurial Board AI ETF (159363) is positioned to capture market trends effectively, with over 70% of its portfolio allocated to computing power and more than 20% to AI applications [3]