TFC(SZ:300394) Mei Ri Jing Ji Xin Wen·2026-02-09 02:26Core Insights - The technology sector is experiencing a significant increase in capital expenditure for AI infrastructure, which is deemed reasonable and sustainable by NVIDIA's CEO Jensen Huang, with cloud service providers' total capital expenditure expected to reach $660 billion by 2026 [1] - AI-related companies like OpenAI and Anthropic are reportedly in good financial health, with potential revenue growth of four times if they can double their computing resources, contingent on continued user payments for AI services [1] - The AI computing sector has seen a recent market correction, but the trend of investment in AI computing remains strong, with improving profitability for AI companies and ongoing performance from related companies in the industry [1] ETF and Stock Performance - The Huaxia AI ETF (159381) has a nearly 50% weight in the CPO index and includes domestic software and AI application companies, providing high elasticity, with top holdings being Zhongji Xuchuang (15.64%), Xinyi Sheng (15.57%), and Tianfu Communication (6.85%) [2] - The Huaxia Communication ETF (515050) focuses on electronic and communication computing hardware, with major holdings including Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, and Zhaoyi Innovation [2] - The Huaxia AI ETF has the lowest comprehensive fee rate in its category at 0.20%, enhancing its attractiveness to investors [2]