Group 1 - The core viewpoint of the news highlights the strong performance of CPO hardware stocks such as Zhishang Technology, Tianfu Communication, Taicheng Light, and Changxin Bochuang, with significant gains in related ETFs [1] - SpaceX, owned by Elon Musk, has acquired xAI, an AI company also under Musk's ownership, indicating a strategic move in the AI sector [1] - According to Zhongjin Securities, the commercial aerospace sector is experiencing rapid development, with space photovoltaics becoming a key focus for power system upgrades, suggesting a transformative shift in the entire industry chain [1] Group 2 - The ChiNext AI ETF Huaxia (159381) has a nearly 50% weight in CPO, covering domestic software and AI application companies, with the top three holdings being Zhongji Xuchuang (15.64%), Xinyi Sheng (15.57%), and Tianfu Communication (6.85%) [2] - The Communication ETF Huaxia (515050) focuses on electronic and communication hardware, with major holdings including Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, and Zhaoyi Innovation [2] - The Cloud Computing ETF Huaxia (516630) emphasizes domestic AI software and hardware, with a combined weight of 83.7% in computer software, cloud services, and computer equipment, indicating a strong focus on AI applications [2]
马斯克SpaceX正式收购xAI，CPO、光伏设备板块高开，同类费率最低创业板人工智能ETF华夏（159381）盘中涨近4%，致尚科技涨超15%