急速拉升迫近上市高点！AI硬件逆市活跃，创业板人工智能ETF（159363）迅速翻红涨逾1%

Group 1 - The core viewpoint of the articles highlights the active performance of AI hardware stocks, particularly in the context of the launch of Amazon's third-generation custom AI chip, Trainium3, which claims to enhance performance by four times compared to its predecessor and reduce AI model training and operational costs by up to 50% compared to equivalent GPU systems [1][2] - The AI application landscape is driving the demand for computing infrastructure, with a focus on the AIDC industry chain, including optical modules, PCBs, main equipment manufacturers, and copper cables, which are expected to see rapid demand release and a dual boost in performance and valuation [1] - The largest and most liquid AI-themed ETF in the market, the ChiNext AI ETF (159363), has shown significant trading activity, with a real-time transaction amount exceeding 280 million yuan, indicating strong investor interest in AI-related investments [1] Group 2 - The recommendation emphasizes the importance of capturing core opportunities in computing power and AI applications, suggesting a focus on the ChiNext AI ETF (159363) and its associated off-market connection (023407), which has a significant allocation to leading optical module companies [2] - The ETF's index is heavily weighted towards computing power, with over 70% of its portfolio allocated to this sector and more than 20% to AI applications, positioning it to effectively capture trends in the AI theme [2]