On October 16, the GEM artificial intelligence ETF Huabao Trading was active, with an opening increase of more than 2%, up 0.39% as of press release, with a turnover of 456 million yuan, ranking first among similar products. In terms of capital flow, it received a net inflow of 159 million yuan due to the low capital received yesterday. It received a net subscription of 478 million yuan in the past 10 days. Galaxy Securities said that AI computing power demand continues to be verified, and supply constraints in storage and optical devices are superimposed, and the semiconductor equipment and optical communication sector remains booming. Guohai Securities believes that optical module equipment is driven by both technological upgrades and capacity expansion, and industry prosperity is expected to continue to rise. Maintain the “Recommended” rating for the optical module equipment industry. According to data, half of the weight of the GEM Artificial Intelligence ETF Huabao Tracking Index is concentrated in the optical module CPO sector, while the other half covers domestic computing power and AI software application fields, forming a balanced layout of “hardware+application”. Seize AI-themed opportunities in all aspects and focus on Huabao, the first GEM artificial intelligence ETF in the market, and OTC linked funds.

On October 16, the GEM artificial intelligence ETF Huabao Trading was active, with an opening increase of more than 2%, up 0.39% as of press release, with a turnover of 456 million yuan, ranking first among similar products. In terms of capital flow, it received a net inflow of 159 million yuan due to the low capital received yesterday. It received a net subscription of 478 million yuan in the past 10 days. Galaxy Securities said that AI computing power demand continues to be verified, and supply constraints in storage and optical devices are superimposed, and the semiconductor equipment and optical communication sector remains booming. Guohai Securities believes that optical module equipment is driven by both technological upgrades and capacity expansion, and industry prosperity is expected to continue to rise. Maintain the “Recommended” rating for the optical module equipment industry. According to data, half of the weight of the GEM Artificial Intelligence ETF Huabao Tracking Index is concentrated in the optical module CPO sector, while the other half covers domestic computing power and AI software application fields, forming a balanced layout of “hardware+application”. Seize AI-themed opportunities in all aspects and focus on Huabao, the first GEM artificial intelligence ETF in the market, and OTC linked funds.