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 热门ETF中，同类费率最低的创业板人工智能ETF华夏（159381）盘中成交额快速突破5650万元。 资金积极布局，近20个交易日，该ETF获得资金净流入超1.2亿元。资料显示，创业板人工智能ETF华夏 （159381）跟踪创业板人工智能指数（970070.CNI），光模块CPO权重占比超50%，其中前三大权重 股为新易盛（20.3%）、中际旭创（18.8%）、天孚通信（6.5%）。场外联接（A类：025505；C类： 025506） 近期算力方向波动加剧，快速上涨后有资金批量止盈，长期来看以光模块和PCB为代表的上游算力 产业链对英伟达、微软等海外科技企业出口较多，近年来海外营收比重持续攀升，随着国内算力提速， 需求增速有望提升。兴业证券表示，今年下半年以来，随着北美巨头资本开支上修、产业链技术持续迭 代，市场对A股北 ...

Group 1 - Nvidia and OpenAI announced a strategic partnership to build and deploy at least 10 gigawatts of AI data centers, equipped with millions of Nvidia GPUs for next-generation AI infrastructure [1] - Nvidia plans to invest up to $100 billion to support the deployment of data centers and power capacity, with the first phase expected to go live in the second half of 2026 [1] - Following the announcement, Nvidia's stock price initially dropped by 1.1% but quickly rebounded, closing up over 3.9% and reaching a new all-time high [1] Group 2 - The exponential growth in AI computing power demand is driving the long-term growth of the optical module industry, necessitating faster and more efficient data transmission capabilities [2] - The AI computing infrastructure has formed a complete closed loop from investment to commercial realization, with leading overseas cloud providers creating a comprehensive ecosystem from chips to applications [2] Group 3 - The Huaxia AI ETF (159381) tracks the entrepreneurial AI index, with over 50% weight in optical module CPO, and the top three weighted stocks being Xinyiseng (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%) [3] - The Huaxia 5G Communication ETF (515050) focuses on the 5G communication theme index, with a scale exceeding 8 billion yuan, emphasizing Nvidia, Apple, and Huawei's supply chains [3]

Core Viewpoint - The rise of artificial intelligence (AI) is not just a technological shift but a significant transformation in civilization, with implications for investment opportunities and industry dynamics [1][6]. Group 1: AI Industry Developments - The appointment of a digital minister in Albania marks a historic moment in governance, showcasing the integration of AI into political structures [1]. - Elon Musk predicts that by 2026, AI will surpass human intelligence in key metrics, indicating an approaching technological singularity [3]. - China's State Council has issued a strategic document to implement AI, elevating it to a national priority and signaling a shift from isolated advancements to comprehensive integration [1][12]. Group 2: Investment Opportunities - The 华夏上证科创板人工智能ETF (589010) tracks the 上证科创板人工智能指数 (950180.CSI), which has seen a year-to-date increase of nearly 58% and a one-year increase of 167.46% [2][15]. - The ETF serves as a vehicle for investing in core AI assets, capitalizing on the growth of the AI industry amid significant policy and technological support [2][14]. - The index comprises 30 large-cap stocks, focusing on key segments of the AI value chain, enhancing its potential for capturing investment returns [14]. Group 3: Market Dynamics - The global AI industry is experiencing unprecedented growth, with China's AI market projected to exceed 1 trillion yuan by 2029, driven by a compound annual growth rate of 32.1% [7]. - The competition in AI is intensifying, with major tech companies racing to innovate and improve their AI models, leading to a rapid evolution in capabilities [4][5]. - The AI landscape is shifting from a focus on individual technological breakthroughs to a comprehensive ecosystem approach, with significant implications for global competitiveness [5][11]. Group 4: Technological Advancements - The emergence of large models like DeepSeek signifies a breakthrough in AI technology, enabling cost-effective and high-performance solutions that challenge international counterparts [8][10]. - The integration of AI into various sectors is accelerating, with significant advancements in computational power and model iteration rates [9][10]. - The Chinese AI industry is characterized by a unique growth formula that combines industrial foundation, innovation capacity, and talent reserves, positioning it for future success [11].

Core Viewpoint - The article emphasizes the transformative impact of artificial intelligence (AI) on various industries, highlighting the launch of the Huaxia Science and Technology Innovation AI ETF as a key investment vehicle in this technological revolution [1][3]. Group 1: AI's Global Impact - The appointment of a non-human digital minister in Albania marks a significant milestone in the integration of AI into governance, indicating a shift in political landscapes [2]. - Elon Musk predicts that AI will surpass human intelligence within five years, suggesting an imminent technological singularity [4][5]. - The Chinese government's strategic document on AI signifies a national commitment to integrating AI into various sectors, moving from isolated advancements to a comprehensive national strategy [2][3]. Group 2: Investment Opportunities - The Huaxia Science and Technology Innovation AI ETF (589010) tracks the Shanghai Stock Exchange Science and Technology Innovation Board AI Index (950180.CSI), which has seen a year-to-date increase of nearly 58% and a one-year increase of 167.46% [3][17]. - The index comprises 30 large-cap stocks, focusing on key segments of the AI industry, providing investors with a targeted approach to capitalize on AI advancements [15][16]. - The semiconductor sector holds a significant weight of 47.81% in the index, highlighting its critical role in AI infrastructure and investment potential [15][16]. Group 3: China's AI Market Growth - China's AI industry is projected to grow at a compound annual growth rate of 32.1%, with the market expected to exceed one trillion yuan by 2029 [9][10]. - The emergence of domestic AI models like DeepSeek demonstrates China's capability to compete globally, offering high performance at significantly lower costs [10][12]. - The Chinese government's policies and infrastructure developments are creating a fertile ground for AI applications, enhancing the overall ecosystem for AI growth [13][14]. Group 4: Future Trends and Developments - The AI industry is transitioning from a phase of broad exploration to a more specialized focus on application and ecosystem development [7][8]. - The rapid iteration of AI models and the decreasing cost barriers are facilitating faster commercialization of AI technologies [11][12]. - The upcoming release of new AI models and the integration of hardware and software signify a pivotal moment in the evolution of China's AI capabilities [12][14].

Group 1 - The core viewpoint is that the artificial intelligence concept stocks in the ChiNext board have declined, with notable drops in stocks such as New Yisheng and Tianfu Communication, which fell over 6%, and Zhongji Xuchuang, which dropped over 4% [1] - Several ChiNext artificial intelligence-related ETFs have also experienced declines of over 2% due to the impact of heavy-weight stocks [1] Group 2 - Specific performance data of ChiNext artificial intelligence ETFs shows that the ETF from Fuguo is priced at 1.648, down by 0.042 or 2.49%, while the ETF from Guotai is at 1.782, down by 0.040 or 2.20% [2] - Other ETFs such as Huayu, Huaxia, and Dachen also reported declines ranging from 1.94% to 2.13% [2] Group 3 - A brokerage firm indicates that as downstream applications of artificial intelligence continue to materialize, the sector is expected to transition from conceptual and thematic investments to a phase of prosperity investment [2] - The AI industry has successfully moved from the early stage of concept validation to large-scale application, shifting market focus from "can technology be realized" to "can companies be profitable" [2] - Investment decisions are increasingly emphasizing the progress of technology commercialization, corporate profitability, and the overall prosperity of the industry, with upward profit expectations for certain targets in the AI sector presenting good investment value [2]

Group 1 - A-shares experienced a significant rally on September 11, with the Shanghai Composite Index rising by 1.65%, the Shenzhen Component Index by 3.36%, and the ChiNext Index by 5.15% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 24,646 billion yuan, an increase of 4,606 billion yuan compared to the previous trading day [1] - Over 4,200 stocks in the market saw gains, with technology sectors such as CPO, copper cable high-speed connections, semiconductors, photolithography machines, and satellite communications leading the increases [1] Group 2 - Huatai Securities noted that the core driving force behind the recent rise in A-shares has not fundamentally changed, with a phase of "institutional + individual" resonance inflow occurring [2] - The AI industry chain is experiencing a resurgence, supported by a three-dimensional resonance of policy, technology, and demand, with domestic chip and cloud computing leaders gradually validating their performance [2] - The 5G Communication ETF (515050) has a scale exceeding 8 billion yuan and focuses on the supply chains of companies like Nvidia, Apple, and Huawei, with a 42% weight in optical communication stocks [3]

Market Performance - The three major A-share indices experienced a significant increase in the morning session, with the Shanghai Composite Index rising by 1.12%, the Shenzhen Component Index by 2.63%, and the ChiNext Index by 4.31% [1] - The North Exchange 50 Index increased by 1.49%, while the Sci-Tech Innovation 50 Index surged by 5.34% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1,496.2 billion yuan, an increase of 193.4 billion yuan compared to the previous day [1] - Over 3,300 stocks in the market saw an increase [1] Sector Performance - The CPO, PCB, and semiconductor sectors led the gains in the computing hardware stocks [1] - Conversely, the precious metals, oil and gas, gaming, and sports sectors experienced the largest declines [1] ETF Performance - The AI hardware sector saw a significant surge, with the Guotai Fund Communication ETF, Xinhua Fund Cloud 50 ETF, and Huaxia Fund 5G Communication ETF rising by 8.97%, 8.27%, and 8.1% respectively [5] - The entrepreneurial board AI ETFs from Fuguo, Huabao, and Huaxia increased by 8.07%, 8.06%, and 7.96% respectively [5] - The semiconductor sector also followed suit, with the Huatai Fund Sci-Tech Chip 50 ETF and the Jiashi Fund Sci-Tech Chip ETF rising by 7.75% and 7.44% respectively [5] - The innovative drug sector faced declines, with the Hang Seng Innovative Drug ETF and the Hong Kong Innovative Drug ETF both dropping over 4% [5] - The gaming sector also saw a pullback, with the Gaming Media ETF and the Gaming ETF from Huatai Baichuan declining by 1.95% and 1.62% respectively [5]

Group 1 - The AI computing sector is experiencing significant growth, with the ChiNext AI Index rising over 7% on September 11, driven by strong performances from stocks like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [1] - The Huaxia ChiNext AI ETF (159381) saw an increase of 8%, reaching a price of 1.668 yuan, with a trading volume of 267 million yuan [1] - The 5G Communication ETF (515050) also performed well, rising over 8% [1] Group 2 - The Huaxia ChiNext AI ETF has grown by 354 million yuan in size over the past month, benefiting from the ongoing rise in the computing sector and capital inflows [2] - Oracle's recent financial report, showcasing substantial order amounts, has positively influenced market sentiment, with analysts noting Oracle's strategic positioning in the AI training and inference market [2] - The current phase of artificial intelligence is characterized by a convergence of policy, technology, and demand, with domestic chip and cloud computing leaders gradually validating their performance [2] Group 3 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and has a scale exceeding 8 billion yuan, focusing on companies like Nvidia, Apple, and Huawei [3] - The Huaxia ChiNext AI ETF (159381) tracks the ChiNext AI Index, with over 50% weight in optical module CPO stocks, and the top three holdings being Xinyi Sheng (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%) [3] - The Huaxia ChiNext AI ETF has a low comprehensive fee rate of only 0.20%, making it competitive within its category [3]

Group 1 - The core viewpoint is that artificial intelligence (AI) concept stocks experienced significant gains, with notable increases in companies such as Zhongji Xuchuang rising over 13%, Xinyi Sheng rising over 11%, and Tianfu Communication rising over 9% [1] - The related ETFs in the ChiNext market for AI collectively rose over 7%, indicating strong market interest and investment in AI-related assets [1] - Brokerages suggest that as downstream applications of AI continue to materialize, the sector is transitioning from conceptual and thematic investments to a phase of economic prosperity, focusing on profitability and commercial viability of AI technologies [2] Group 2 - Specific performance data for ChiNext AI ETFs shows that the Huabao ETF rose by 7.45%, the Southern ETF by 7.33%, the Dacheng ETF by 7.40%, the Huaxia ETF by 7.31%, the Fuguo ETF by 7.43%, and the Guotai ETF by 7.34% [2] - The AI industry has successfully moved from the early stage of concept validation to large-scale application, shifting market focus from "can the technology be realized" to "can the companies be profitable" [2] - Investment decisions are increasingly emphasizing the progress of technology commercialization, corporate profitability, and overall industry prosperity, highlighting the investment value of companies with upward profit expectations in the AI sector [2]

Group 1 - The AI computing sector is experiencing significant growth, with stocks like Industrial Fulian and Dongshan Precision seeing substantial gains, indicating strong market interest in AI-related technologies [1] - Oracle's stock surged over 36%, marking its largest single-day percentage increase since 1992, driven by a major cloud services contract with OpenAI worth $300 billion [1] - The Chinese overseas computing industry is transitioning to a phase of "expectation amplification," with local companies meeting the demand for high-speed optical modules and networking equipment from global cloud giants [2] Group 2 - The 5G Communication ETF (515050) has a scale exceeding 8 billion yuan and focuses on companies like Nvidia and Apple, with a significant weight in optical module CPO stocks [3] - The Growth of the AI-focused ETF (159381) is notable, with over 50% weight in optical module CPO stocks, highlighting key players like New Yisheng and Zhongji Xuchuang [3] - The performance of leading optical module companies has been impressive, with New Yisheng reporting a 282.64% year-on-year revenue increase and Zhongji Xuchuang a 36.95% increase [2]