Huaxia Communications ETF (515050) is on track for a seventh consecutive gain, fully covering the entire value chain of optical communications, PCBs, storage, and liquid cooling AI computing power.

On April 14th, earnings season ignited the computing power sector, with the entire value chain experiencing robust growth. By 11:30 AM, Huaxia Communications ETF (515050), which has the largest scale in the same index and focuses on optical modules and communications equipment, surged by 2.88% at midday, aiming for a seventh consecutive rise, leading similar benchmarks, with intraday trading volume quickly surpassing 300 million yuan. Among its holdings, Wus Printed Circuit Co., Ltd. hit the upper limit, while Xinke Mobile rose over 10%, followed by gains from companies like Sinnet Technology, Shennan Circuits, and Foxconn Industrial Internet. Meanwhile, Huaxia ChiNext AI ETF (159381), with the lowest fee rate in its category, increased by 3.6%.

The computing power industry chains of sectors such as communications and electronics are witnessing upward momentum both domestically and internationally. The Huatai Technology Research Team noted that with the rise of Agent AI applications represented by 'Crayfish,' domestic computing power chips are transitioning from demonstration projects into a positive demand-driven cycle. 'Stand in the light, don’t just stand there' was the most memorable phrase from last week’s visits, reflecting the strong intention of consumer electronics supply chains to integrate into optical interconnect supply chains, with valuations of related companies expected to improve. Potential opportunities for Apple's smartphone market share increase and Meta's smart glasses supply chain represent rare structural growth highlights within the overall pressured consumer electronics chain; pay attention to potential profit surprises from relevant enterprises.

Huaxia Communications ETF (515050) closely tracks the CSI 5G Communications Theme Index, fully covering the entire chain from scarce upstream optical chips to fiber optic cables, AI servers, storage, PCBs, and liquid cooling, all benefiting from new technologies such as CPO/OCS. This setup directly benefits from the dual drivers of accelerated capital expenditure in AI computing power and technological iteration, making it a core tool for capturing performance releases in the communications sector. Annual report data shows that in 2025, Huaxia Communications ETF (515050) generated profits of 5.213 billion yuan for investors, ranking first among peers in the sector.

Huaxia ChiNext AI ETF (159381): Half of the tracking index's weight is concentrated in the optical module CPO segment, while the other half covers domestic computing power and AI software application areas, forming an 'hardware + application' balanced layout. The top 10 weighted stocks include ZTE Corporation (15%), Neweasy Technology (15%), Tianfu Communication (7%), Runze Technology, BlueFocus Interactive, Xiechuang Data, Kunlun Wanwei, Beijing Junzheng, Wangsu Science & Technology, and Tonghua Shun. The fund currently has nearly 2 billion yuan in assets under management, with a comprehensive on-exchange fee rate of only 0.20%, the lowest in its category, suitable for investors seeking high volatility and optimistic about the AI+ trend. Off-exchange connections (Class A: 025505; Class C: 025506).

Disclaimer: The above content and data are unrelated to the position of Youlian Cloud and do not constitute investment advice. Any actions taken based on this information are at the investor’s own risk.

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