AI算力景气延续,创业板人工智能ETF华宝放量上涨

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【AI算力景气延续,创业板人工智能ETF华宝放量上涨】8月28日,创业板人工智能ETF华宝放量上涨,截止午盘涨幅0.41%,成交额8.48亿元,盘中涨2.5%。消息面上,英伟达8月26日发布2027财年第二季度财报,季度营收962.21亿美元,同比增长106%,其中数据中心业务收入890.23亿美元,同比增长117%,管理层预计2028财年营收有望同比增长约70%,AI基础设施高景气延续。东吴证券认为,算力供需共振下,超节点成为AI集群演进的必然路径。全球AI前沿模型能力正从单轮问答走向复杂任务处理,长上下文、复杂推理与Agent化应用持续拉长推理链条,推动训练与推理算力需求上行。开源证券表示,随着AIDC加速建设叠加超节点渗透,Switch&Retimer芯片整体需求有望加速扩容。看好卡位关键节点且占据先发优势的国产核心替代者。创业板人工智能ETF华宝跟踪指数的一半权重集中在光模块CPO板块,另一半权重复盖国产算力、AI软件应用领域,形成“硬件+应用”的均衡布局。全方位把握AI主题机会,关注全市场首只创业板人工智能ETF华宝及场外联接 。

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