AI硬件方向表现活跃，人工智能ETF易方达（159819）、科创人工智能ETF易方达（588730）标的指数涨超1%

Group 1 - The core viewpoint of the news highlights the active performance of AI hardware sectors such as optical communication, circuit boards, and copper-clad laminates, with significant index gains [1] - The Zhongzheng Science and Technology Innovation Entrepreneurship Artificial Intelligence Index rose by 2.1%, while the Zhongzheng Artificial Intelligence Theme Index and the Shanghai Stock Exchange Science and Technology Innovation Board Artificial Intelligence Index both increased by 1.7% [1][4][8] - The ETFs related to artificial intelligence, specifically the E Fund AI ETF (159819) and the E Fund Science and Technology Innovation AI ETF (588730), attracted net inflows of 670 million yuan and 5.8 million yuan respectively over the past five trading days [1] Group 2 - According to a report from CITIC Securities, the pre-computing power sector is expected to see continued growth in performance by 2025, driven by ongoing capital expenditures from major CSP manufacturers, increasing token demand, and continuous product capability improvements [1] - Structural highlights in AI applications are emerging, particularly in sectors such as AI fintech, AI healthcare, and AI data, with general agent applications also showing resilient growth [1] - Overall profitability in the sector is anticipated to improve significantly, with a positive outlook for computing power and AI applications expected to present opportunities by 2026 [1]