On August 6, the major A-share indices opened lower but managed to rebound resiliently, with the AI industry chain experiencing minor fluctuations. As of 10:34, the ChiNext AI ETF (159381) rose by 0.09%, with top holdings such as Orient Nations, Hengxin Oriental, Creative Information, and Tolsen leading the gains.

Benefiting from the high prosperity of computing power sectors like CPO, the ChiNext AI ETF (159381) has achieved a cumulative increase of over 20% since its listing on March 24, 2025, as of August 5.

Huaxi Securities analysis suggests that AI remains at a high level against the backdrop of sustained high growth and elevated guidance in overseas computing power chains. In the short to medium term, there is volatility pressure due to position shifts. In the short term, equipment manufacturers and third-party computing power leasing companies that may benefit from the potential lifting of ban restrictions are recommended. In the long term, driven by inference computing power and model iteration upgrades, the entire computing power industry chain is still in the early growth stage.

The ChiNext AI ETF (159381) tracks the ChiNext AI Index, with a daily price fluctuation limit of ±20%. The index has over 41% weighting in optical modules, with its top three constituents including Zhongji Innolight (15.89%), Eoptolink (14.86%), and TFC Optical Communication (4.77%), all leading optical module companies. Currently, the ChiNext AI ETF (159381) has an annual management fee of 0.15% and a custody fee of 0.05%, with the lowest overall fee among comparable funds in the market.

The AI AIETF (515070) tracks the CSI AI Theme Index, selecting AI industry chain stocks from the mainboard, ChiNext, and STAR Market, providing comprehensive coverage of the AI sector.