AI赛道今日开盘下跌明显，人工智能AIETF（515070）开盘下跌超2%，持仓股中芯原股份下跌超 8%，寒武纪下跌超4%，协创数据、汇顶科技下跌超3%。人工智能AIETF近5日资金连续加仓，累计加 仓金额超4亿元。 消息方面，受美股昨日尾盘调整影响，今日A股科技赛道开盘后快速下杀，光模块、芯片、通信等 下跌明显。市场等待周四晚英伟达业绩，8月25日，英伟达宣布推出其Jetson AGX Thor机器人芯片模 块，开发套件售价3499美元。这款被称为"机器人大脑"的芯片将于下个月发货，客户将能够用它来制作 机器人原型。该芯片搭载Nvidia的Blackwell图形处理器，速度比前几代产品快7.5倍，支持128GB内存的 生成式AI模型。 科创尖刀连：科创人工智能ETF华夏（589010），涵盖AI芯片（寒武纪-U、澜起科技、芯原股 份），AI应用（金山办公、石头科技）等。 每日经济新闻 （责任编辑：董萍萍 ） 【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： n ...

Core Insights - The AI computing power sector, including optical modules and related companies, is experiencing a pullback, with significant declines in stocks like Guangku Technology and Tianfu Communication [1] - The Huaxia AI ETF (159381) has seen a net inflow of over 60 million yuan in the last three trading days, indicating strong investor interest despite the recent market correction [1] - The demand for AI computing power is expected to grow significantly due to various factors, including the integration of AI with existing business models by major internet companies and government investments in sovereign AI initiatives [1] Group 1 - The optical module market in China holds a global market share of 70%, benefiting from the current AI computing power construction wave [2] - The Huaxia AI ETF (159381) focuses on high-growth AI sectors, with over 40% weight in optical module CPOs, and has a low management fee of 0.20%, making it attractive for investors [2] - The Huaxia AI ETF has outperformed similar AI indices, with a year-to-date increase of over 50% [2]

【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 资料显示，创业板人工智能指数光模块权重超41%，前3大成分股囊括中际旭创（15.89%）、新易 盛（14.86%）、天孚通信（4.77%）三大光模块龙头。目前创业板人工智能ETF华夏（159381）年管理 费率为0.15%，托管费率为0.05%，场内综合费率在可比基金中最低。 每日经济新闻 （责任编辑：张晓波 ） 8月19日，光模块CPO继续强势逼空，相关ETF领涨全市场。同类费率最低的创业板人工智能ETF华 夏（159381）一度涨超3%，截至发文，盘中成交额超9000万元。拉长时间看，近60个交易日，创业板 人工智能ETF（159381）区间涨幅高达58%。 据报道，近日OpenAI首席执行官山姆?奥尔特曼（Sam Altman）在访谈中表示，未来公司将投入数 万亿美元夯实AI基建，用于支持各项人工智能服务。奥尔特曼表示OpenAI在"不太遥远的未来"将 ...

Group 1 - The A-share market has shown a strong upward trend, with the Shanghai Composite Index surpassing the 3700-point mark. The AI ETF (515070) experienced a significant increase of over 3%, reaching a new high since its launch. Key holdings such as Zhongji Xuchuang surged over 7% [1] - According to China International Capital Corporation (CICC), after the "DeepSeek innovation boom," major model manufacturers are rapidly launching more powerful products in Q2 2025. The accelerated consumption of tokens is driving continuous growth in computing power demand [1] - The anticipated release of GPT-5 in Q3 2025 is expected to trigger a concentrated release period for leading global large models, potentially revitalizing market sentiment and focusing attention on new investment opportunities in the computing power industry chain [1] Group 2 - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and applications for artificial intelligence. It focuses on the midstream and upstream of the AI industry chain, often referred to as the "robot brain" creators and the "foundation" of the Internet of Things [1] - Major weighted stocks in the ETF include domestic technology leaders such as Cambrian, Zhongji Xuchuang, Zhongke Shuguang, iFlytek, OmniVision, NewEase, Lianqi Technology, Kingsoft, and Unisplendour [1]

Group 1 - The A-share market saw a strong rise in artificial intelligence hardware and software sectors, with optical module CPO concepts leading the gains [1] - The optical module is a crucial component in fiber optic communication systems, responsible for converting electrical signals to optical signals and vice versa [1] - CITIC Securities forecasts strong demand for 800G optical modules and rapid growth for 1.6T optical modules by 2026, driven by the increasing need for higher bandwidth in AI data centers [1] Group 2 - China's high-end optical modules hold a global market share of 70%, benefiting significantly from the current AI computing wave [2] - The ChiNext AI Index has over 41% weight in optical modules, with the top three constituent stocks being Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%) [2] - The annual management fee for the ChiNext AI ETF Huaxia (159381) is 0.15%, with a custody fee of 0.05%, making it the lowest comprehensive fee among comparable funds [2]

人工智能+大势所趋，创业板人工智能ETF华夏（159381）精准布局AI产业链龙头，聚焦高景气AI算力 （光模块CPO权重占比超40%）+AI中游软件+应用，高效地捕捉AI主题行情，目前该ETF场内综合费率 仅0.20%，位居同类最低。值得注意的是，今年以来，其跟踪的创业板人工智能年内累计上涨超39%， 显著跑赢CS人工智、科创AI等同类AI指数。 | 序号 | 证券代码 | 证券简称 | 区间涨跌幅 | | | --- | --- | --- | --- | --- | | | | | [区间首日] 本年初 [区间尾日] 最新收盘日 | | | 1 | 970070.CNI | 创业板人工智能 | [車位] % | 39.3030 | | വ | 930713.CSI | CS人工智 | | 25.1442 | | ਤੋ | 931071.CSI | 人工智能 | | 32.4905 | | ব | 950180.CSI | 科创AI | | 26.4569 | 每日经济新闻 8月15日，炒股软件概念午后异动拉升走强，指南针、同花顺涨超10%，截至13点15，聚焦AI软硬件的 创业板人工智能ETF华夏（15 ...

Group 1 - The A-share market is experiencing a rotation of hot sectors, with the optical module CPO concept stocks experiencing a pullback while stablecoins and chips lead the gains [1] - The Huaxia Artificial Intelligence ETF (159381) has a weight of over 40% in optical module CPO stocks, with major stocks like Tianfu Communication, Zhongji Xuchuang, and Lian Te Technology dropping over 4% [1] - According to Huatai Securities, the capital expenditure of the four major cloud providers in North America is expected to grow by 69% year-on-year by Q2 2025, reaching $87.4 billion, and is projected to reach $333.8 billion by 2025, indicating significant growth potential for AI computing power [1] Group 2 - High-end optical modules have a global market share of 70% in China, benefiting from the current wave of AI computing power construction [2] - The top three components of the ChiNext Artificial Intelligence Index include Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%) [2] - The Huaxia Artificial Intelligence ETF (159381) has the lowest comprehensive fee rate among comparable funds, with a management fee rate of 0.15% and a custody fee rate of 0.05% [2]

Group 1 - The core viewpoint of the articles highlights the surge in the optical module sector driven by increased capital expenditure from major global tech companies to meet rising AI computing demands [1][2] - Major tech giants like Google, Meta, Microsoft, and Amazon have collectively raised their capital expenditure plans for 2025, with Amazon's quarterly capital expenditure increasing by 90% year-on-year, indicating a significant investment phase in AI infrastructure [1] - The AI industry is expected to experience a sustained investment boom over the next 3-5 years, providing growth opportunities across the entire computing power supply chain [1] Group 2 - China's high-end optical modules hold a global market share of 70%, benefiting significantly from the current AI computing wave [2] - The ChiNext AI Index has a weight of over 41% in optical modules, with the top three constituents being Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%) [2] - The ChiNext AI ETF (159381) has the lowest comprehensive fee rate among comparable funds, with a management fee of 0.15% and a custody fee of 0.05% [2]

Group 1 - The Shanghai Composite Index has reached 3680 points, marking the highest level since December 2021 [1] - Sectors such as electronic chemicals, shipbuilding, non-ferrous metals, and power equipment have shown significant gains [1] - The AI ETF (515070) has seen substantial increases in its holdings, with New Yisheng rising over 14% and Zhongji Xuchuang increasing over 9% [1] Group 2 - The market size for consumer-grade AI hardware is expected to exceed 1.17 trillion yuan in 2024, with a year-on-year growth rate of approximately 10%, significantly higher than the overall social consumption growth rate of 3.4% [1] - The growth of AI+ product consumption hardware and scenarios is projected to continue exceeding 10%, with the market size anticipated to surpass 2.5 trillion yuan by 2030 [1] - Huaxin Securities indicates that the era of high-performance domestic AI has arrived, with advancements in domestic AI hardware capabilities [1] Group 3 - The mass production of domestic AI chips such as Ascend 384, Cambricon 690, Muxi Xi Cloud C600, and Suiruan Technology L600 is expected to drive further growth in the semiconductor sector [1] - The progress in upstream advanced processes, advanced packaging, and related semiconductor equipment materials is crucial for the development of domestic AI [1]

Group 1 - The AI industry chain has experienced a significant surge, with the AI ETF (515070) rising over 1.5% during trading, and key holdings such as Xiechuang Data, Cambricon, Desay SV, Shenzhou Taiyue, and New Yisheng also seeing substantial gains [1] - The optical communication sector has strengthened again, with the ChiNext AI ETF (159831) increasing by more than 1.7%, and the Sci-Tech Innovation AI ETF (589010) also showing a rapid rise of nearly 1% [1] - Desay SV reported its mid-year results, with total operating revenue of 14.644 billion and a net profit attributable to shareholders of 1.223 billion, alongside a net cash inflow from operating activities of 1.638 billion [1] Group 2 - Minsheng Securities believes that Desay SV's smart cockpit products will benefit from the trend of large and multiple screens, as well as new customer expansion, while its smart driving products cover L2, L3, and above levels, indicating long-term growth potential under the smart transformation opportunities [1] - CITIC Securities released a report on the computer industry, suggesting to seize the new round of innovation landing cycle by 2025, with AI as the main line of innovation continuing to drive the acceleration of the industry chain's growth [1] - The focus is on the "AI main line," with optimism regarding opportunities in AI applications and computing power sectors [1]