Core Insights - The AI computing industry chain experienced fluctuations, with the cloud computing 50 ETF (516630) rising by 1.11%, marking a six-day streak of gains, while other ETFs like the 5G communication ETF (515050) fell by 1.47% [1] - Samsung's HBM4 chip production is expected to accelerate, with the global HBM market projected to reach $98 billion by 2030 [1] - CITIC Securities predicts that the internet sector will see a rebound in 2025, driven by AI-related value reassessment and improved liquidity, with AI remaining a key catalyst for valuation increases through 2026 [1] ETF Overview - The Huaxia Entrepreneurial AI ETF (159381) tracks the entrepreneurial AI index, focusing on companies in the AI sector, with a significant weight in optical modules and a low comprehensive fee rate of 0.2% [2] - The 5G Communication ETF (515050) tracks the CSI 5G communication theme index, with a focus on major players like Nvidia and Apple, and has a recent scale of nearly 8 billion [2] - The Cloud Computing 50 ETF (516630) tracks a cloud computing index with high AI computing content, covering various sectors including optical modules and AI servers, and has the lowest fee rate among similar ETFs [2]
低费率云计算50ETF（516630）涨超1%冲击6连阳，易点天下涨超10%