午后科技方向继续强势，盘中芯片、AI、大数据、互联网等方向表现强势。涨幅居前。截至发 稿，通信设备ETF（159583）盘中涨幅达5.69%，创业板人工智能ETF富国（159246）盘中涨幅达 5.36%。其中两者共同的成分股光库科技涨超16%、锐捷网络涨超14%。 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 消息面，阿里巴巴发布的2026财年Q1（自然年2025年Q2）财报显示，在AI+云的Capex投资达386 亿元，创历史新高。此外，阿里巴巴开发出了一款全新AI芯片，以填补英伟达在中国市场空白。目 前，这款芯片已完成开发，正处于测试阶段。 通信设备ETF（159583）跟踪中证通信设备主题指数（931271），其成分股中光模块龙头与算力硬 件企业占比极高，能精准映射光模块和算力产业的发展态势，没有场内账户的投资者可以通过联接基金 （A类021933；C类02 ...

每日经济新闻 今日大科技方向表现继续强势，其中算力、大数据等板块活跃居前，截至发稿，AIETF富国 （589380）盘中涨幅达7.15%，科创芯片ETF富国（588810）盘中涨幅达5.76%，创业板人工智能 ETF 富国（159246）盘中涨幅达4.13%，双创50ETF（588380）盘中涨幅达4.38%。值得一提的是，以上ETF 盘中价格均创新高，这些产品分别覆盖科创板与创业板的不同细分领域，而科创板和创业板股票均实行 20% 的涨跌幅限制。其中AIETF富国成分股云天励飞20cm涨停，芯原股份涨幅超10%。 消息面，在2025中国算力大会上，工信部指出，我国将有序引导算力基础设施科学布局，加强对算 力总体利用率较低地区规划新建项目的审批管理，促进资源高效配置。同时，工信部强调要加快突破 GPU芯片等关键核心技术，推动国产算力实现更高水平的自主创新。此外，中国算力平台已实现全面贯 通，进一步夯实了国家数字经济发展的基础。 工信部指出，近年来，我国算力总规模年均增速保持在30%左右。据预测，到2025年，国内智能算 力规模增速将超过40%。 创业板人工智能 ETF 富国（159246）跟踪的是创业板人工智 ...

Group 1 - The communication sector continues to perform strongly, with communication equipment and electronic components leading the market. The communication equipment ETF (159583) saw an intraday increase of 5.82%, while the AI ETFs also showed significant gains, with the AI ETF (589380) rising by 4.26%. Notably, the prices of these ETFs reached new highs during the trading session [1] - OpenAI's executives announced plans to invest trillions of dollars in AI infrastructure to meet the growing computational demands of AI services. The 2025 China Computing Power Conference is scheduled for August 22-24 in Datong, Shanxi, with Huawei confirmed to participate. This conference is expected to be a key catalyst for policy refinement, technology implementation, and order signing [1] - Continuous development in AI is anticipated to drive demand for high-end optical modules, indicating strong long-term growth potential in the optical module industry [1] Group 2 - The communication equipment ETF (159583) closely tracks the CSI Communication Equipment Theme Index (931271), which selects 50 listed companies involved in communication equipment manufacturing, technology services, and satellite internet construction. The index's components have a high proportion of optical module leaders and computing hardware companies, accurately reflecting the development trends in the optical module and computing industries [1] - The ChiNext AI ETF (159246) tracks the ChiNext AI Index (970070.CNI), which selects 50 companies from the ChiNext market that cover the entire AI industry chain, including hardware, software, and applications, with a focus on communication equipment and optical module leaders [2] - The AI ETF (589380) tracks the Sci-Tech Innovation AI Index, selecting 30 larger market cap companies from the Sci-Tech Innovation Board that provide foundational resources, technology, and application support for AI, covering various innovative applications in high-growth areas like cloud computing and robotics [2]

Group 1 - The communication equipment sector continues to show strong performance, with sub-sectors like electronic components, consumer electronics, and instruments being particularly active, leading in gains [1] - As of July 15, the ChiNext AI ETF (159246) and the communication equipment ETF (159583) have high "Yizhongtian" content, with the top three holdings in the AI ETF being major CPO players, accounting for a combined weight of 28.2% [1] - The ChiNext AI ETF tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market involved in AI-related fields, covering the entire AI industry chain [2] Group 2 - Huang Renxun stated that China's open-source AI is a catalyst for global progress, allowing various countries and industries to participate in the AI revolution, with the next wave focusing on robotic systems [2] - The communication equipment ETF closely tracks the CSI Communication Equipment Theme Index, which selects 50 listed companies involved in communication equipment manufacturing and services [2]

Group 1 - Nvidia's H20 chip has been released, leading to strong performance in technology sectors, with significant gains in communication equipment, services, electronic components, and the internet [1] - The ChiNext AI ETF (159246) saw an increase of 3.42%, while the communication equipment ETF (159583) rose by 3.15%, indicating positive market sentiment [1] - Key components of the ChiNext AI ETF include Zhongji Xuchuang, New Yisheng, and Tianfu Communication CPO, which together account for 28.2% of the ETF [1] Group 2 - Recent catalysts in the technology sector include the U.S. Department of Commerce's withdrawal of the "AI diffusion rules" and Nvidia's resumption of H20 chip supply to China [2] - The H20 chip, while not as powerful as the H100, can achieve near H100 performance in cluster mode, addressing the needs for domestic AI model training and inference [2] - The ChiNext AI ETF tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market, covering the entire AI industry chain, including hardware, software, and applications [2]