In 2025, the total token usage in China is projected to reach approximately 21,100 trillion. The ChiNext Artificial Intelligence ETF (159381), managed by Huaxia Fund, rose over 2% due to its lowest rate, while the Communication ETF (515050) also managed b

Gelonghui, April 29 | The AI hardware sector regained upward momentum today, with constituent stocks Aofei Data and Xiechuang Data rising by 9.46% and 6.64%, respectively. This drove the ChiNext Artificial Intelligence ETF Huaxia (159381) to close at midday up 2.2%, with a trading volume reaching 220 million yuan and a turnover rate expanding to 9.57%. The Communication ETF Huaxia (515050) rose by 0.81%, with a total inflow of 677 million yuan over the past five trading sessions. The strong performance of the sector reflects both the explosion of AI applications and the tight supply and demand for computing power: ① Surging token usage indicates a burst in AI demand. On April 29, the 'National Data Resources Survey' was released.

Gelonghui FinanceApr 29 13:00

Express News | 10:30 Quick Review: Significant Contraction in Trading Volume, Weak Rotation in Thematic Stocks

BreakingsApr 24 10:35

Express News | Tianfu Communications: The 1.6T optical engine is currently in mass production, but has not yet reached the expected output due to shortages of certain materials.

BreakingsApr 22 19:16

The market continues to experience sector rotation, with adjustments and divergences in AI hardware, while the commercial aerospace sector has taken the lead with a surge.

Track the entire lifecycle of the mainline sector.

cls.cnApr 21 09:16

Huaxi Securities: External geopolitical risks persist, continuing to recommend two main themes—commercial aerospace and AI computing power.

On the one hand, the current imbalance between supply and demand reflects a positive trend in the upstream chip and computing power leasing industries, with enhanced bargaining power driving price increases, benefiting domestic AI chip manufacturers and companies related to computing power leasing.

Zhitong FinanceApr 20 10:56

Key Events Reminder for Next Week

Gelonghui, April 19 | The two-week ceasefire agreement between the US and Iran will expire late on April 21, with uncertainty over its extension; the nomination hearing for Wash as Federal Reserve Chair will be held on the same day. Quarterly reports of Tesla, Intel, Eoptolink, and Kweichow Maotai will be released; Google's Cloud Next conference may unveil a new generation TPU architecture and optical circuit switch technology. The domestic Politburo meeting at the end of April is approaching, along with multiple Huawei product launch events. US Customs will initiate tariff refunds on April 20. April 20 (Monday): 00:00 US Customs: Tariff refunds to commence on April 20, estimated at 1 trillion yuan.

Gelonghui FinanceApr 19 21:15