On October 30, the three major A-share indices rose and turned red in the afternoon. As of press release, the GEM hashing power ETF Huaxia had risen 0.14%, with a turnover of 362 million yuan, ranking first among similar products in terms of liquidity. In terms of capital flow, net capital subscriptions have been received for two consecutive days. Guolian Minsheng Securities said it continues to be optimistic about the industrial opportunities brought about by the expansion of AI computing power at home and abroad and the evolution of high-speed optical interconnection technology. It is recommended to focus on high-speed optical modules, switches, and targets related to copper interconnection, while also recommending attention to CPO and optical devices. Wanlian Securities pointed out that Anthropic, as a leading model manufacturer, has increased long-term computing power investment, signed computing power contracts of more than 600 billion US dollars, and has rigid costs of more than 250 billion US dollars. It is recommended to focus on the implementation progress of computing power contracts and cloud vendors, AI data centers, and computing power leasing companies benefiting from increased demand for computing power on the application side. As leading model manufacturers increase long-term computing power investment and participate deeply in infrastructure construction, AI hardware purchasers and the computing power ecosystem are expected to further diversify, adding parallel development of GPUs and ASICs and cluster network bandwidth upgrades, which is expected to continue to drive demand growth for high-speed optical modules, optical chips, and precision optical devices. 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 30, the three major A-share indices rose and turned red in the afternoon. As of press release, the GEM hashing power ETF Huaxia had risen 0.14%, with a turnover of 362 million yuan, ranking first among similar products in terms of liquidity. In terms of capital flow, net capital subscriptions have been received for two consecutive days. Guolian Minsheng Securities said it continues to be optimistic about the industrial opportunities brought about by the expansion of AI computing power at home and abroad and the evolution of high-speed optical interconnection technology. It is recommended to focus on high-speed optical modules, switches, and targets related to copper interconnection, while also recommending attention to CPO and optical devices. Wanlian Securities pointed out that Anthropic, as a leading model manufacturer, has increased long-term computing power investment, signed computing power contracts of more than 600 billion US dollars, and has rigid costs of more than 250 billion US dollars. It is recommended to focus on the implementation progress of computing power contracts and cloud vendors, AI data centers, and computing power leasing companies benefiting from increased demand for computing power on the application side. As leading model manufacturers increase long-term computing power investment and participate deeply in infrastructure construction, AI hardware purchasers and the computing power ecosystem are expected to further diversify, adding parallel development of GPUs and ASICs and cluster network bandwidth upgrades, which is expected to continue to drive demand growth for high-speed optical modules, optical chips, and precision optical devices. 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.