Mei Ri Jing Ji Xin Wen·2026-03-05 02:36Group 1 - The core viewpoint of the news highlights a significant rise in the optical module and CPO computing hardware sectors, with major ETFs like Huaxia (515050) and Huaxia AI ETF (159381) both increasing over 2% in early trading, surpassing 100 million in trading volume [1] - The upcoming NVIDIA GTC conference scheduled for March 16-19, 2026, is expected to showcase new GPU core parameters and technological breakthroughs in computing infrastructure, including CPO switches and liquid cooling systems [1] - Guojin Securities expresses optimism about AI-PCB and core computing hardware, suggesting continued focus on innovations presented at the GTC conference, with a projected explosive growth in ASIC numbers from major companies like Google, Amazon, Meta, OpenAI, and Microsoft between 2026 and 2027 [1] Group 2 - The Huaxia communication ETF (515050) focuses on electronic and communication computing hardware, with top holdings including Zhongji Xuchuang, Xinyi Sheng, and Lixun Precision [2] - The Huaxia AI ETF (159381) has a balanced allocation between optical module CPO and AI software applications, with top ten holdings including Zhongji Xuchuang (11.8%) and Xinyi Sheng (11.2%), and a total fund size nearing 2 billion [2] - The AI PCB sector is experiencing strong demand, with many companies reporting full production and sales, indicating a potential for sustained high growth in performance [1][2]