Mei Ri Jing Ji Xin Wen·2026-01-07 06:38Group 1 - The technology sector continues to strengthen, with companies like SMIC and optical communication concepts being active, as evidenced by the 5G Communication ETF (515050) rising by 1.29% and reaching a new historical high [1] - The 5G Communication ETF has seen a continuous net inflow of funds over the past three trading days, accumulating over 180 million yuan [1] - Bank of America Merrill Lynch analyst Wamsi Mohan predicts that 2026 will be a turning point for enterprise-level and edge AI, with exponential growth in data generation due to the proliferation of multimodal AI [1] Group 2 - The Huaxia Entrepreneurial Board Artificial Intelligence ETF (159381) tracks the Entrepreneurial Board AI Index and has a significant weight in optical modules, covering domestic software and AI application companies [2] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and has a recent scale of nearly 8 billion yuan, focusing on the supply chains of companies like Nvidia, Apple, and Huawei [2] - The Information Technology ETF (562560) tracks the full index of information technology, covering various sectors including consumer electronics, software development, and communication [2]