Mei Ri Jing Ji Xin Wen·2026-01-16 06:12Group 1 - The core viewpoint of the article highlights a strong rebound in AI computing hardware, with significant gains in related stocks and a forecasted explosive growth in AI server shipments by 2026 [1] - Goldman Sachs' analyst team predicts that the penetration rate of ASIC chips will rise to 40%, leading to a more than double year-on-year increase in shipments of 800G/1.6T optical modules [1] - The acceleration of ASIC chip penetration is expected to drive the AI server and optical communication industries towards a trillion-dollar market [1] Group 2 - In the consumer electronics sector, Apple's upcoming foldable iPhone is anticipated to be a strong catalyst for the smartphone market, while the PC market continues to face significant challenges [1] - Goldman Sachs emphasizes that demand for AI-related technologies and high-end hardware will continue to drive revenue growth in China's semiconductor, optical communication, and PCB industries [1] - Emerging sectors such as smart driving, AI software, and low-orbit satellites are accelerating their implementation due to policy and technological breakthroughs, providing diversified investment opportunities [1] Group 3 - The communication ETF Huaxia (515050) tracks the CSI 5G communication theme index, focusing on electronic (chips, PCBs, consumer electronics) and communication (optical modules, servers) computing hardware [1] - The top five holdings in the ETF include Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, and Zhaoyi Innovation [1]