英伟达再轰历史新高,市值3.8万亿美元!创业板人工智能ETF(159363)升逾1%冲击四连阳

格隆汇
Jun 26, 2025

26日早盘,全球AI总龙头股价再创新高,受海外算力情绪提振,A股算力硬件股大幅走高,算力含量高的创业板人工智能冲击四连阳。截至发稿,新易盛涨超5%创历史新高,兆龙互连、中际旭创涨超4%,联特科技、天孚通信、太辰光等多股涨超3%。 热门ETF方面,同标的指数规模最大、流动性最好的创业板人工智能ETF华宝(159363)快速走高,场内价格现上涨1.67%,冲击日线四连阳,成交额快速突破6000万元。 消息面上,美东时间周三,全球AI总龙头英伟达涨超4%,股价再创新高,总市值3.77万亿美元,再度成为全球市值最高的公司。映射至A股投资,随着国内外云厂商加大资本开支,多数机构认为AI仍是全年主线,算力是其中最重要的方向之一。华西证券表示,展望2025年下半年,随着国内外云厂商加大资本开支,北美算力板块及国产算力链景气度有望持续,AI应用发展有望推动端侧AI加速落地,我们认为AI仍是核心投资主线,建议关注光模块、铜互连、IDC机房、交换机等细分机会。 把握AI热门赛道机会,建议重点关注全市场首只的创业板人工智能ETF华宝(159363)及场外联接(A类023407、C类023408)标的指数一键布局算力硬件+算力软件+AI应用三件套,高效地捕捉AI主题行情,以“光模块”龙头为先锋,囊括AI基建、算力硬件、AIDC、云计算、AI+应用等热门AI赛道。

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