Blue Focus(SZ:300058) Xin Lang Cai Jing·2025-12-30 03:16Group 1 - The A-share AI industry chain experienced a surge, with the AI ETF Huaxia (159381) rising nearly 2% during the morning session, driven by strong performances from stocks like BlueFocus and Deshang Technology [1] - Meta announced the acquisition of AI company Manus to accelerate its AI innovation, marking its third-largest acquisition in history, with Manus previously valued at $2 billion [1] - Global AI giants are actively promoting the development of AI agents, with Google and Microsoft integrating AI agent models into their platforms to enhance software interaction [1] Group 2 - CITIC Securities believes that AI large models are continuously iterating and upgrading, with strong demand for computing power, and remains optimistic about the AI computing power sector [2] - The domestic AI computing chain is recommended for attention due to prior adjustments and the recent highs of North American optical module companies, alongside improvements in domestic GPU capabilities [2] - The Huaxia AI ETF (159381) tracks the AI index and has a significant allocation to optical modules, with the top three holdings being Zhongji Xuchuang (26.62%), Xinyi Sheng (19.35%), and Tianfu Communication (5.05%) [3]