盘中实时爆买3亿份！5天加仓逾16亿元，谁在加速买入人工智能？

Group 1 - The core viewpoint of the articles highlights the strong inflow of capital into the AI sector, particularly through the ChiNext AI ETF (159363), which has seen over 1.6 billion yuan in net inflows over the past five trading days, indicating high investor sentiment towards AI investments [1][2] - The fund manager of the ChiNext AI ETF, Cao Xuchen, suggests that short-term corrections do not alter the expectation of a strong performance in the A-share market for the first half of the year, with optical modules expected to be a favored sector during this correction period [1] - The optical module industry is currently in a high prosperity cycle, driven by the explosive demand for AI computing power, which is expected to lead to rapid growth in high-end optical module demand, with supply becoming a core issue [1] Group 2 - The ChiNext AI ETF (159363) and its associated off-market connection (023407) are positioned to benefit directly from the commercial explosion of AI technology, with approximately 60% of its portfolio allocated to computing power (optical modules + IDC) and about 40% to AI applications [2] - The articles emphasize that the ETF not only focuses on the core of "computing power" but also represents true "AI applications," reflecting the growing importance of AI in investment strategies [2]