1月16日早盘，AI+概念持续调整，光模块CPO等AI硬件概念逆市走强，截至9：54，低费率创业板人工 智能ETF华夏（159381）跌0.67%、云计算ETF华夏（516630）跌1.18%，通信ETF华夏（515050）逆市 上涨0.76%。个股方面，联特科技、长芯博创、太辰光、致尚科技、北京君正、光库科技等走强。资金 近期加速流入AI+方向，创业板人工智能ETF华夏连续4日吸金超2亿元。 算力是AI时代的水电煤，受益于AI持续发展。通信ETF华夏（515050）跟踪中证5G通信主题指数，深 度聚焦电子（PCB、消费电子）+通信（光模块、服务器）算力硬件。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。场外联接（A类：008086；C类：008087）创业板人工智能ETF 华夏（159381）助力布局创业板AI主业公司。资料显示，该ETF跟踪指数一半权重在AI硬件算力 （CPO），一半权重在AI软件应用（计算机、传媒、电子），具备较高弹性和代表性。目前该ETF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）。 国盛证券表示，随着年末临近，预告将近 ...

Group 1 - The three major indices turned negative again, with the technology sector adjusting alongside the market. The communication ETF Huaxia (515050) saw its decline expand to 2.39%, with mixed performance among its holdings [1] - The low-fee创业板人工智能 ETF Huaxia (159381) dropped by 1.64%, with trading volume quickly surpassing 300 million yuan, indicating active capital trading [1] - The low-fee cloud computing ETF Huaxia (516630) fell by 0.64%, but has seen a continuous net inflow of over 130 million yuan in the past three trading days, suggesting accelerated capital allocation [1] Group 2 - Ping An Securities noted that global AI computing platform capabilities are continuously improving, with major chip manufacturers like NVIDIA and AMD showcasing advancements in AI computing chips at CES 2026 [2] - NVIDIA announced the full production of the NVIDIARubin platform, with products based on Rubin expected to be available through partners in the second half of 2026 [2] - AMD unveiled the "Helios" platform and provided a preview of the next-generation MI500 series GPU, indicating a significant enhancement in global AI computing infrastructure [2] Group 3 - The cloud computing ETF Huaxia (516630) tracks the cloud computing index (930851) and has the lowest fee rate, focusing on domestic AI software and hardware computing, with a combined weight of 83.7% in computer software, cloud services, and computer equipment [3] - The创业板人工智能 ETF Huaxia (159381) supports investment in AI-focused companies on the创业板, with half of its weight in AI hardware computing and the other half in AI software applications, showcasing high elasticity and representativeness [3] - The communication ETF Huaxia (515050) tracks the CSI 5G communication theme index, deeply focusing on the supply chains of NVIDIA, Apple, and Huawei, with its top five holdings including Zhongji Xuchuang, Xinyi Sheng, Lixun Precision, Industrial Fulian, and Zhaoyi Innovation [3]

近日华夏基金发布公告，1月12日正式启动首批38只ETF产品的集中更名。38只ETF扩位简称统一 采用"投资标的核心要素+ETF+华夏"的命名结构，基金代码及其他名称简称均不变。其中旗下华夏中证 5G通信ETF（基金代码：515050）的场内扩位简称正式由"5G通信ETF"变更为"通信ETF华夏"。 通信ETF华夏（原5G通信ETF）成立于2019年9月17日，是境内首只且规模最大的5G通信主题ETF 产品。截至2026年1月9日，该基金规模为81.19亿元。数据显示，其跟踪指数选取业务与5G建设或应用 相关的上市公司证券作为指数样本，在光模块CPO、光通信、PCB、6G等概念上的暴露度较高，算力 属性较强。前五大持仓股为中际旭创、新易盛、立讯精密、工业富联、兆易创新。受益于AI产业爆 发，算力景气度高涨，截至2026年1月9日，通信ETF华夏（515050）自上市以来累计上涨133.20%。 本次更名响应了2025年11月份沪深交易所发布的基金业务指南要求，ETF扩位简称需包含基金管理 人标识，并按照"投资标的核心要素+ETF+管理人名称"的统一格式命名。过去，投资者常因基金名称相 似而难以区分不同管理人的 ...