Group 1 - The communication ETF and software ETF showed recovery, with the communication ETF rising by 2.75% and the software ETF increasing by 1.52% after a significant decline [1] - NVIDIA's CEO Jensen Huang plans to visit China in January, focusing on key suppliers, highlighting the ongoing growth in the AI hardware sector, which has been thriving for over three years [3] - The market for optical modules is expected to double by 2026, with projections for 800G optical module shipments reaching 5-7 million units and 1.6T optical module shipments at 2.5-3 million units [3] Group 2 - Despite the booming hardware sector, the commercialization of AI software remains underdeveloped, with few companies achieving profitability in this area [3] - Alibaba announced a major update to its Qianwen app, transforming it into a digital assistant capable of executing tasks and connecting to real services, indicating a trend towards enhanced software capabilities [4] - The upcoming earnings disclosure period for overseas CSPs may lead to unexpected positive performance in the software sector, suggesting continued investment opportunities in AI [4]
持续看好人工智能的投资机会，关注通信ETF（515880）、软件ETF（515230）
Mei Ri Jing Ji Xin Wen·2026-01-23 11:08