Undeterred by market volatility, investors are seizing the opportunity to accumulate positions during dips. Huabao Fund's ChiNext Artificial Intelligence ETF (159363) recorded a net inflow of 71.898 million yuan in a single day, bringing the five-day net inflow to 388 million yuan, with the previous trading day alone attracting 181 million yuan. As of August 24, 2026, data shows that the ChiNext Artificial Intelligence ETF Huabao (159363) has seen net inflows for four consecutive days, totaling 523 million yuan.

AI empowerment and optical module evolution: Policy support, NVIDIA architecture upgrades, and liquid cooling opportunities. In terms of news, on August 25, 2026, policymakers emphasized deepening the implementation of the "AI+" initiative to drive AI-enabled transformation across all industries, while NVIDIA's cloud gaming platform officially added support for the Firefox browser. Earlier, on August 24, 2026, the optical module industry continued to face tight supply-demand dynamics, with 800G becoming the mainstream shipping product and 1.6T products ramping up rapidly. The high-end market is not characterized by vicious competition, and the global addressable market for data center optical module testing equipment is expected to expand further.

Institutional perspective: Positioning for AI power supply and liquid cooling. Guojin Securities believes that NVIDIA's release of the 800V DC architecture whitepaper marks the transition of this architecture into the engineering implementation phase, sending a positive industry signal. More Chinese mainland companies are likely to enter its supply chain, and the firm recommends seizing investment opportunities in the AI power supply sector. It also notes that as optical module technology advances toward higher speeds, cooling requirements are shifting from air cooling to liquid cooling, a segment poised to benefit.

The ChiNext Artificial Intelligence ETF Huabao (159363) focuses on popular sectors such as communication equipment, IT services II, and software development. Its top ten constituent stocks include Eoptolink, Zhongji Innolight, Tianfu Communication, Longsys, Xiechuang Data, Hithink RoyalFlush, Junzheng Co., BlueFocus, Changxin Bochuang, and Rongze Technology, with a combined weight of 62.94%.

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