Group 1 - The A-share market saw a collective decline on January 8, with the computer ETF (159998) achieving a trading volume exceeding 120 million yuan, and stocks like Baoxin Software, Weining Health, and Zhongke Xingtu leading in gains [1] - The computer ETF has experienced a net inflow of nearly 160 million yuan over the past five days, indicating strong investor interest [1] - The ETF tracks the CSI Computer Theme Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware [1] Group 2 - Zhongtai Securities forecasts an improvement in the computer sector's fundamentals due to macroeconomic recovery, AI application implementation, and personnel adjustments, with institutional holdings at historical lows suggesting potential future growth [2] - Huatai Securities anticipates a significant increase in AI computing power demand by 2026, highlighting investment opportunities in both domestic and overseas computing supply chains [2] - In the optical communication sector, demand for 800G and 1.6T optical modules is expected to rise rapidly by 2026, benefiting leading manufacturers and upstream core material segments like optical chips [2]
智谱：很快将推出新一代模型 GLM-5，计算机ETF（159998）连续五日获资金净流入，累计“吸金”近1.6亿元