8月21日，AI硬件表现分化，芯片股再度走强，光模块CPO、消费电子、人形机器人等概念领跌， 热门ETF中，"同类规模最大"5G通信ETF（515050）早盘冲高回落后一度跌超1%，随后快速拉升一度平 盘，在一众通信标的中表现居前。截至10:22，该ETF跌0.19%，持仓股兆易创新、中兴通讯逆市涨超 7%。 资金布局AI高景气算力热情较高，近两个交易日，5G通信ETF（515050）吸金超1亿元，最新规模 超70亿元。国信证券表示，全球AI算力需求加速扩张。从算力端看，全球AI算力扩张方兴未艾。2025 年四大科技巨头（亚马逊、谷歌、微软、Meta）的AI相关资本开支合计超过3500亿美金，并指引在 2026年仍将维持较高的AI资本开支强度。 资料显示，5G通信ETF（515050）深度布局AI算力硬件、6G产业链龙头个股，最新规模70亿元。 其中，光模块CPO概念股权重占比为31%，PCB电路板概念股权重占比为15.95%。前十大权重股为：中 际旭创、新易盛、立讯精密、工业富联、中兴通讯、兆易创新、沪电股份、东山精密、歌尔股份、生益 科技。相关ETF全称：华夏中证5G通信主题ETF（515050），场外联 ...

8月15日早盘，前期大热的光模块CPO概念股低开回调后震荡回升，PCB电路板强势领涨，太辰光 跌超10%，光库科技、东山精密等回调居前，热门ETF中，聚焦光模块、PCB、服务器等算力龙头的5G 通信ETF（515050）震荡翻红，截至9点42，涨0.40%；光含量超40%的创业板人工智能ETF（159381） 涨0.08%。 当前全球算力需求高增，AI大模型训练和推理需要海量并行数据计算，对网络带宽提出更大的需 求，进而驱动光模块更新迭代进程提速，同时推动新技术CPO、LPO和硅光高速发展。光模块是AI算力 产业链国产化程度最高的环节之一，在此轮AI算力建设浪潮中深度受益。华创证券分析认为，整体来 看，通信海外算力产业链进展持续提速，在算力基础设施持续投入的背景下，预计光模块市场有望维持 高景气度。 5G通信ETF（515050）跟踪中证5G通信主题指数，最新规模超60亿元。深度聚焦英伟达、苹果、 华为产业链，覆盖了多个AI算力硬件、6G产业链龙头个股。其中，光模块CPO概念股权重占比为 31%，PCB电路板概念股权重占比为15.95%。前十大权重股为：中际旭创、新易盛、立讯精密、工业富 联、中兴通讯、兆易创 ...

Group 1 - The A-share computing power industry chain is active, with a focus on optical modules, servers, and PCB leaders, as evidenced by the 5G Communication ETF (515050) rising over 2% in intraday trading [1] - China Mobile announced its 1H2025 performance, indicating a strategic investment increase in AI computing power, with capital expenditure of 58.4 billion yuan for the first half of 2025 and a full-year guidance of 151.2 billion yuan [1] - The total intelligent computing scale reached 61.3 EFLOPS in 1H2025, with self-built intelligent computing capacity at 33.3 EFLOPS and over 660,000 IDC racks for external services [1] Group 2 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, with a latest scale exceeding 6 billion yuan, focusing on the Nvidia, Apple, and Huawei supply chains [2] - The optical module CPO concept stocks account for 31% of the ETF's weight, while PCB circuit board concept stocks account for 15.95% [2] - The top ten weighted stocks include companies like Zhongji Xuchuang, Xinyi Sheng, and Lixun Precision, indicating a strong presence in the AI computing hardware and 6G industry chain [2]

Group 1 - The A-share market opened lower on April 9, with a divergence in market hotspots, while sectors such as aerospace military, semiconductors, and computer hardware showed strength [1] - As of 10:02 AM, the Information Technology ETF (562560) surged over 2%, with leading stocks including Chipbond Technology, Sanan Optoelectronics, and Siwei Technology [1] - The ChiNext AI ETF (159381) turned positive, marking two consecutive days of net inflows, while the 5G Communication ETF (515050) experienced a V-shaped rebound, with its holding stock Chengchang Technology hitting the daily limit [1] Group 2 - According to CITIC Securities, the increasing overseas policy risks highlight the importance of self-sufficiency, particularly in the semiconductor sector, which is seen as a critical area for domestic substitution [1] - The current environment emphasizes the urgency of self-sufficiency, with short-term benefits expected in the chip sector and long-term gains anticipated in low domestic substitution rate segments [1] - The trend towards a technology powerhouse is expected to lead to more top-down resource integration in the technology industry, accelerating solutions to critical issues [1] Group 3 - The ChiNext AI ETF (159381) focuses on companies primarily engaged in AI hardware and software, with the lowest management fee rate of 0.15% and a custody fee rate of 0.05% among comparable funds [2] - The 5G Communication ETF (515050) is the largest in the market, tracking the CSI 5G Communication Theme Index, focusing on AI computing power and consumer electronic terminal hardware [2] - The Information Technology ETF (562560) provides a one-stop investment in the information technology industry, with a high concentration of self-sufficiency concept stocks [2]