Group 1 - The A-share index opened lower but showed volatility, with active performance in sectors such as lithium batteries, Chinese language corpus, and optical module CPO concepts [1] - The AI computing power demand continues to rise, driven by accelerated shipments of Nvidia's GB200 and upcoming GB300 chips, alongside strong demand from major US cloud service providers [1][2] - Companies in the supply chain are expected to benefit from the expanding AI-driven computing power demand, with optimistic revenue guidance from firms like Broadcom and New Yisheng [2] Group 2 - The Huaxia AI ETF (159381) tracks the AI index of the ChiNext board, focusing on AI-related companies listed on the ChiNext, with a daily price fluctuation limit of ±20% [2] - The index covers the entire AI industry chain, emphasizing hardware, software, and applications, with a significant focus on leading companies in communication equipment and optical modules [2] - The top five constituent stocks include leading optical module companies New Yisheng, Zhongji Xuchuang, and Tianfu Communication, while the top ten also feature chip design firms and industry leaders in IDC, cloud computing, and data centers [2]

Group 1 - The AI computing power sector is showing strong performance, with significant gains in optical module stocks and related companies [1] - The domestic market for optical modules is expected to benefit from the expansion of data centers by major cloud providers, which hold a combined market share of approximately 71% [1] - Major global companies like Amazon, Google, Microsoft, and Meta are projected to significantly increase their capital expenditures, collectively exceeding $300 billion by 2025 [1] Group 2 - The Huaxia AI Computing ETF (159381) is highlighted for its low fee structure and high elasticity, tracking the entrepreneurial board AI index [2] - The top ten holdings of the Huaxia AI Computing ETF include leading optical module companies and key players in the chip design and cloud computing sectors [2] - The annual management fee for the Huaxia AI Computing ETF is 0.15%, with a custody fee of 0.05%, making it one of the lowest in its category [2]

Group 1 - The core viewpoint of the articles highlights the strong performance of the A-share market, particularly in sectors related to optical modules, rare metals, and 6G technology, driven by significant investments in AI and related infrastructure [1] - The U.S. stock market saw all three major indices rise, with Nvidia's stock increasing by 2.8%, leading to a market capitalization of $3.45 trillion, making it the highest valued company globally [1] - Recent reports indicate that Oracle plans to invest approximately $40 billion in Nvidia's GB200 GPUs to support the "Star Gate" project in Abilene, Texas, while xAI aims to expand its GPU card inventory to 1 million units, indicating a growing demand for high-speed optical modules [1] Group 2 - In the past five trading days, the 5G Communication ETF (515050) experienced a net inflow of 75.21 million yuan, while the AI-focused ETF (159381) saw a net inflow of 5.18 million yuan over the last ten trading days [2] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and is the largest ETF in the market focused on 5G, AI computing power, and the Nvidia supply chain, covering various leading companies in AI computing, 6G, consumer electronics, and optical modules [2] - The AI-focused ETF (159381) tracks the AI index of the ChiNext board, selecting companies primarily engaged in AI, with significant exposure to optical modules and IT services, including leading firms like New Yisheng, Zhongji Xuchuang, and Tianfu Communication among its top ten holdings [2]

5月29日早盘，科创200、科创100、北证50等指数领涨A股，EDA、CRO、智能驾驶、光模块CPO等概 念板块盘中活跃。近期热度较高的云计算50ETF(516630)高开高走，持仓股中，新易盛（300502）、千 方科技（002373）、中际旭创（300308）等涨幅居前；此外，受EDA概念股华大九天（301269）、概 伦电子的带动，信创ETF(562570)一度涨超2%。 消息面上，当地时间5月28日美股盘后，英伟达发布了截至4月27日的2026财年第一财季财报：期内实现 营收440.62亿美元，同比上涨69%，高于市场预期的432.8亿美元；美国通用会计准则(GAAP)下净利润 187.75亿美元，同比上涨26%；Non-GAAP下每股摊薄收益为0.81美元，同比上涨33%。作为观察全球AI 产业热度的风向标，英伟达财报有望重燃A股AI产业链行情，以光模块为代表的英伟达产业链或有望直 接受益。 公开信息显示，云计算50ETF(516630)的AI算力含量较高，标的指数成分股覆盖了光模块&光器件、算 力租赁(IDC)、数据储存、服务器、液冷等算力基建概念板块。此外，指数当中DeepSeek概念股含量较 ...

Group 1 - Major indices such as Sci-Tech 200, CSI 2000, and Sci-Tech 100 led the gains in A-shares on May 16, with sectors like automotive, machinery, and communications showing significant increases [1] - The cloud computing 50 ETF (516630) experienced fluctuations but turned positive in the afternoon, with top-performing stocks including Zhongji Xuchuang, Tianxia Xiu, Xinyisheng, Tuowei Information, and Yunsai Zhili [1] - According to Zhongyuan Securities, China's optical module export value is expected to grow by 4.3% year-on-year in Q1 2025, driven by the increasing demand for 400G and 800G products [1] Group 2 - Cignal AI forecasts that the data center optical device market will grow by over 60% in 2025, with a significant transition to 1.6T optical modules and 800ZR coherent modules expected in the second half of 2025 [1] - The demand for optical device products is anticipated to grow steadily due to the optimistic capital expenditure outlook for leading cloud vendors in 2025, driven by AI development and the construction of large data centers [1] - The cloud computing 50 ETF (516630) has a high AI computing power content, covering sectors such as optical modules, computing leasing (IDC), data storage, servers, and liquid cooling [2]

4月14日早盘，A股苹果、英伟达产业链高开，光模块CPO、消费电子等概念板块表现活跃，相关ETF资 金博弈热情高涨，截至9点54分，5G通信ETF（515050）涨1.23%，盘中成交额快速突破1.4亿元。持仓 股中，中际旭创涨超5%，新易盛、剑桥科技、歌尔股份、领益智造等纷纷走强。 资料显示，5G通信ETF（515050）深度聚焦通信产业链龙头标的，覆盖了多个射频、AI算力、6G、消 费电子、PCB、通信设备、服务器、光模块、物联网等细分行业的龙头个股。自2月下旬阶段高点以 来，AI、通信板块持续调整，拥挤度大幅降低，目前5G通信ETF（515050）跟踪指数估值不到30倍， 已经来到低估区间。 西部证券分析称，关注关税豁免松动带来的反弹机会和通信超跌环节。通信板块公司短期受关税影响较 小，中长期重点关注关税政策变化、豁免条件、下游客户成本传导和需求变化。当前建议重点关注： 1）出口光模块环节豁免，东南亚生产出口部分目前处于90天豁免状态，板块回调幅度大，关注反弹机 会；2）受海外需求影响较小的科技自主内循环环节：运营商（高股息、抗风险、受中美关系影响 小）、国产 AIDC 算力产业链（包括 AIDC 租赁 ...