On October 12, the GEM computing power ETF Huaxia adjusted due to the market, with a turnover of 290 million yuan, ranking first among similar products in terms of liquidity. In terms of capital flow, there was a net subscription of 303 million yuan in the past 5 days, and a net inflow of 760 million yuan in the past 10 days. According to the news, according to the latest OpenRouter data estimates, the total number of AI models called in the world last week was 172 trillion tokens, an increase of 3.61% over the previous week. Among the AI models on the list, the Chinese AI model used 86.74 trillion tokens per week, an increase of 50.96% over the previous month, ranking first in the world for 24 consecutive weeks. Guolian Minsheng Securities believes that the overseas Rubin industry chain, the two main configuration lines of domestic AI chips/core equipment, and semiconductor equipment with outstanding post-cycle properties are expected to perform in future markets; new technology is a structural increase, driven by demand from its own mass production nodes and customer verification, and is less sensitive to the overall growth rate of AI capital expenditure, and is expected to continue to dominate the phased market. Guojin Securities said that the Optical Expo verifies that the industrialization of NPO/CPO is accelerating, and the usage and value of optical modules continues to increase; the usage of optical modules is increasing under the trend of customized chips. The domestic computing power industry chain is driven by accelerated commercialization of large domestic models and continuous iteration of domestic chips. GEM Computing Power ETF Huaxia closely tracks the GEM Computing Power Infrastructure Index. The index focuses on the AI computing power infrastructure industry chain, and is a convenient tool to lay out the core links of computing power hardware with one click.

On October 12, the GEM computing power ETF Huaxia adjusted due to the market, with a turnover of 290 million yuan, ranking first among similar products in terms of liquidity. In terms of capital flow, there was a net subscription of 303 million yuan in the past 5 days, and a net inflow of 760 million yuan in the past 10 days. According to the news, according to the latest OpenRouter data estimates, the total number of AI models called in the world last week was 172 trillion tokens, an increase of 3.61% over the previous week. Among the AI models on the list, the Chinese AI model used 86.74 trillion tokens per week, an increase of 50.96% over the previous month, ranking first in the world for 24 consecutive weeks. Guolian Minsheng Securities believes that the overseas Rubin industry chain, the two main configuration lines of domestic AI chips/core equipment, and semiconductor equipment with outstanding post-cycle properties are expected to perform in future markets; new technology is a structural increase, driven by demand from its own mass production nodes and customer verification, and is less sensitive to the overall growth rate of AI capital expenditure, and is expected to continue to dominate the phased market. Guojin Securities said that the Optical Expo verifies that the industrialization of NPO/CPO is accelerating, and the usage and value of optical modules continues to increase; the usage of optical modules is increasing under the trend of customized chips. The domestic computing power industry chain is driven by accelerated commercialization of large domestic models and continuous iteration of domestic chips. GEM Computing Power ETF Huaxia closely tracks the GEM Computing Power Infrastructure Index. The index focuses on the AI computing power infrastructure industry chain, and is a convenient tool to lay out the core links of computing power hardware with one click.