1月8日，上证指数盘中翻红，AI板块涨跌互现。截至13：02，云计算50ETF（516630）大幅上涨 1.89%，盘中涨幅一度超2%；创业板人工智能ETF华夏（159381）下跌0.26%；5G通信ETF （515050）回调0.81%，长芯博创、中际旭创、中瓷电子等前期热门个股领跌。 5G通信ETF（515050）跟踪中证5G通信主题指数，最新规模近80亿元，深度聚焦英伟达、苹果、 华为产业链。指数前五大持仓股：中际旭创、新易盛、立讯精密、工业富联、兆易创新。相关ETF全 称：华夏中证5G通信主题ETF（515050），场外联接（A类：008086；C类：008087） 云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高，覆盖了光模块& 光器件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF（516630）为跟踪该指 数合计费率最低的ETF。场外联接（A类：019868；C类：019869） 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠 ...

每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 创业板人工智能ETF华夏（159381），跟踪创业板人工智能指数（970070.CNI），精准布局创业板 人工智能主业公司。光模块CPO权重占比超57%，同时覆盖国产软件+AI应用企业，具备较高弹性。其 中前三大权重股为中际旭创（26.62%）、新易盛（19.35%）、天孚通信（5.05%）。场内综合费率仅 0.20%，位居同类最低。场外联接（A类：025505；C类：025506）。 5G通信ETF（515050）跟踪中证5G通信主题指数，最新规模近80亿元。深度聚焦英伟达、苹果、 华为产业链。前五大持仓股：中际旭创、新易盛、立讯精密、工业富联、中兴通讯。相关ETF全称：华 夏中证5G通信主题ETF（515050），场外联接（A类：008086；C类：008087）。 云计算50ETF（516630）跟踪云计算指数（9 ...

12月29日，AI算力产业链冲高回落。截至11：23，云计算50ETF（516630）逆势上涨1.11%冲击6连 阳，持仓股易点天下涨超10%，汉得信息、泛微网络、万兴科技等纷纷跟涨。创业板人工智能ETF华夏 （159381）微涨0.05%，5G通信ETF（515050）跌1.47%，持仓股中，光库科技、天孚通信、太辰光等 前期热门个股领跌。 消息面上，三星HBM4芯片量产或提前，2030年全球HBM市场规模有望达980亿美元。三星电子平 泽P4工厂建设项目正在加速推进，其设备的安装和测试运行目标已比原计划提前2-3个月。该工厂将成 为三星10nm第六代（1c）DRAM生产的核心，三星率先将1c DRAM用于第六代HBM（HBM4）芯片。 云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高，覆盖了光模块& 光器件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF（516630）为跟踪该指 数合计费率最低的ETF。场外联接（A类：019868；C类：019869） 中信证券指出，2025年互联网板块在外部扰动反复的环境下走出震荡上行行情，上行动量主要为 ...

云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高，覆盖了光模块&光器 件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF（516630）为跟踪该指数合 计费率最低的ETF。场外联接（A类：019868；C类：019869） 12月30日，A股主要指数低开后快速拉升，微软合作商、ChatGPT、AIGC等概念表现活跃。截至9:38， 光模块CPO含量超57%且同类费率最低的创业板人工智能ETF华夏（159381）涨超1%；聚焦国产软硬 件的云计算50ETF（516630）涨0.91%；聚焦通信+电子算力硬件的5G通信ETF（515050）涨0.56%， 截至昨日，该ETF年内涨幅已超100%。 据华尔街见闻报道，英伟达同意支付约200亿美元获得初创公司Groq的技术授权，并聘用其核心团队。 据报道，尽管交易细节尚未完全公开，但这笔约200亿美元的资金规模，已达到Groq数月前融资时69亿 美元估值的约三倍。通过这一举措，英伟达旨在获得更具成本效益且速度更快的芯片设计能力，以应对 日益增长的AI应用运行需求。此举不仅让英伟达获得了关键的知识产权和人才， ...

Group 1 - The technology sector showed mixed performance, with consumer electronics, PCB, storage chips, and CPO sectors gaining strength despite overall market fluctuations [1] - The 5G Communication ETF (515050) saw a slight increase of 0.09%, with major holdings like Industrial Fulian rising nearly 4% [1] - Samsung Electronics launched the Exynos 2600 system-on-chip, the world's first mobile application processor built on a 2nm process, and has begun mass production for its flagship smartphone Galaxy S26 [1] Group 2 - The AI-focused ETF, Huaxia (159381), tracks the entrepreneurial board AI index and has a significant allocation in optical modules, with top holdings including Zhongji Xuchuang (26.62%) and Xinyi Sheng (19.35%) [2] - The 5G Communication ETF (515050) focuses on the 5G communication theme index, with a recent scale of nearly 8 billion yuan, emphasizing companies like Nvidia and Apple [2] - The Cloud Computing 50 ETF (516630) tracks a cloud computing index with a high AI computing power content, covering popular concepts like optical modules and data centers [2]

Core Insights - The AI computing power industry is experiencing significant fluctuations, with various ETFs showing declines, yet there is still active capital inflow into specific sectors like optical modules [1] - OpenAI's recent report indicates a substantial increase in enterprise AI usage, projecting an 8-fold growth in AI call volume by 2025, with customized GPT usage expected to grow 19 times [1] - The report highlights that 75% of employees have seen efficiency improvements, saving an average of 40-60 minutes daily, indicating a strong value proposition for AI in the workplace [1] ETF Overview - The Huaxia AI ETF (159381) tracks the AI index and has a significant weight in optical modules (over 57%), with the top three holdings being Zhongji Xuchuang (28.1%), Xinyi Sheng (19.8%), and Tianfu Communication (4.45%) [3] - The 5G Communication ETF (515050) focuses on the 5G communication theme index, with a total scale exceeding 8 billion yuan, and major holdings including Zhongji Xuchuang and Xinyi Sheng [3] - The Cloud Computing 50 ETF (516630) tracks a cloud computing index with high AI computing content, covering various hot concepts like optical modules and AI servers, and is noted for having the lowest total fee rate among similar ETFs [3] Future Outlook - Citic Securities anticipates that advancements in foundational reinforcement learning technology will enhance model reasoning capabilities, leading to increased applications of enterprise AI across various sectors [2] - There is a clear demand for AI in data analysis, code generation, human resources recruitment, sales assistance, and intelligent customer service, indicating a broadening scope for AI applications in business management [2]

12月12日，AI算力板块经历开盘急速下挫后快速拉升，光模块CPO强势领涨市场。创业板人工智能ETF 华夏（159381）一度翻红上涨2.27%，云计算50ETF（516630）、5G通信ETF（515050）均一度涨超 1%。联特科技长芯博创、北京君正、润泽科技等纷纷走强。 （文章来源：每日经济新闻） 消息面上，OpenAI当地时间周四推出了最新前沿模型GPT-5.2系列。GPT5.2有三种不同的版本：Instant 是针对常规查询（如互联网检索、翻译和写作）进行速度优化的模型；Thinking擅长编程、数学、长文 档分析等复杂结构化工作；顶级型号Pro，旨在为棘手问题提供最大程度的准确性和可靠性。中金证券 表示，AI 的蓬勃发展驱动算力需求持续提升，推升 AI 硬件需求，驱动 PCB、液冷、服务器电源产业 快速增长。 资金加速流入AI算力高景气赛道，近10个交易日，光模块CPO概念股权重占比超56%且同类费率最低 的创业板人工智能ETF华夏（159381）累计吸金超3亿元。 ...

算力硬件含量高→华夏中证5G通信主题ETF（515050），跟踪中证5G通信主题指数，最新规模超 80亿元。深度聚焦英伟达、苹果、华为产业链。场外联接（A类：008086；C类：008087）。 聚焦国产算力软硬件→云计算50ETF（516630）跟踪云计算指数（930851）。该指数覆盖了光模块 &光器件、算力租赁、数据中心、AI服务器、液冷等热门算力概念，且为跟踪该指数合计费率最低的 ETF。场外联接（A类：019868；C类：019869） 每日经济新闻 12月10日，A股主要指数低开，AI产业链蓄力调整，工业富联、沪电股份、海光信息、寒武纪等纷 纷回调。截至10:25，光模块CPO概念股权重占比超56%且费率同类最低的创业板人工智能ETF华夏 （159381）跌1.03%，资金交投活跃，积极布局，盘中成交额突破2.4亿元；5G通信ETF（515050）跌 1.60%，云计算50ETF（516630）跌1.35%。 资金情绪方面，近5日，创业板人工智能ETF华夏获得资金净申购超1.45亿元，近20日，累计吸金 超2亿元。 AI大模型快速迭代、创新，AI应用加速落地，产业链长期高景气预期进一步强化。中信证 ...

Group 1 - The AI computing sector experienced volatility with a significant drop followed by a recovery, highlighted by the strong performance of the ChiNext AI ETF, which surpassed 300 million in trading volume [1] - Fujian Province has introduced measures to enhance computing infrastructure, aiming for a public computing scale of over 12 EFLOPS by the end of 2027, and plans to improve energy efficiency in data centers [1] - The focus on domestic production and upgrades in core facilities is expected to drive growth in advanced storage capacity and overall computing infrastructure [1] Group 2 - The commercialization wave of TPU backed by major clients is accelerating structural differentiation in the AI computing market, leading to increased competition and innovation [2] - This diversification is anticipated to lower computing costs and stimulate demand across the entire supply chain, including specialized chip design and advanced packaging [2] - The ongoing global supply chain restructuring is expected to provide sustained momentum for self-controlled segments of the industry [2] Group 3 - The ChiNext AI ETF (159381) tracks the ChiNext AI Index, focusing on optical modules and domestic software/hardware, with a significant weight on optical modules at 56.7% [3] - The 5G Communication ETF (515050) has a scale exceeding 9 billion and focuses on the supply chain of major companies like Nvidia and Apple [3] - The Cloud Computing 50 ETF (516630) tracks an index with high AI computing content, covering various sectors including optical modules and data centers, and has the lowest total fee rate among similar ETFs [3]

Group 1 - The AI computing power industry chain continues to show strong performance, with stocks such as ZTE, Zhongji Xuchuang, Hangyu Micro, and Beijing Junzheng rising significantly [1] - Major ETFs are experiencing gains, with the ChiNext AI ETF (159381) up 1.45%, the 5G Communication ETF (515050) up 1.63%, and the Cloud Computing 50 ETF (516630) up 1.16%, all surpassing a transaction volume of 100 million [1] - The latest brokerage "golden stocks" list for December highlights concentrated attention on sectors such as electronics, power equipment, pharmaceuticals, and food and beverage, with themes like domestic computing power, robotics, and consumer recovery gaining traction [1] Group 2 - Galaxy Securities indicates that high growth in the AI sector is driving significant performance in AI computing power, with the communication industry seeing a 51.67% increase since early 2025, ranking second among all industries [2] - The optical communication sub-sector, closely related to AI, has become the second-largest segment in the communication industry, following the operator segment, with revenue quality improving quarterly [2] - Public funds are increasingly investing in the communication sector, with holdings exceeding 6.5%, suggesting that the market's valuation of the communication industry remains conservative despite high growth potential [2] Group 3 - The ChiNext AI ETF (159381) tracks the ChiNext AI Index and has a significant allocation to optical modules, covering domestic software and AI application companies, with top holdings including Zhongji Xuchuang (27.10%) and Xinyi Sheng (18.66%) [3] - The 5G Communication ETF (515050) focuses on the 5G communication theme index, with a scale exceeding 9 billion, emphasizing companies in the Nvidia, Apple, and Huawei supply chains [3] - The Cloud Computing 50 ETF (516630) tracks a cloud computing index with high AI computing power content, covering popular concepts such as optical modules, computing leasing, data centers, and AI servers [3]