低费率创业板人工智能ETF华夏（159381）涨近2%，Meta数十亿美元收购Manus

Group 1 - The core viewpoint of the news highlights the significant activity in the A-share artificial intelligence and computing power industry, driven by Meta's acquisition of the AI application developer Butterfly Effect for several billion dollars, marking Meta's third-largest acquisition to date [1] - The AI cloud market is expected to see accelerated demand for computing power, with major AI model companies like OpenAI and Anthropic driving this demand, as OpenAI's annual revenue is projected to exceed $20 billion by the end of 2025 [2] - The ChiNext AI ETF Huaxia (159381) is leading the market with a 1.88% increase, driven by its high exposure to AI-related companies, particularly with over 57% weight in optical modules [1][3] Group 2 - The top three holdings in the ChiNext AI ETF are Zhongji Xuchuang (26.62%), Xinyi Sheng (19.35%), and Tianfu Communication (5.05%), indicating a strategic focus on key players in the AI sector [3] - The ETF has a low comprehensive fee rate of only 0.20%, which is the lowest among its peers, enhancing its attractiveness to investors [3] - The demand for computing power is expected to lead to a transformation in the market towards "multi-cloud strategies," as leading model manufacturers seek to mitigate supply chain risks and optimize costs [2]