Rebounding back to 159,243! TFC leads the optical module trio! Anthropic secures $45 billion in computing power from SpaceX

On May 22nd, the AI sector made a strong comeback in the morning session. As of 10:54 AM, the China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) rose by 2.28%, peaking at over 2.51% during the session, with a fluctuation of 1.90%, and significant increase in capital attention. The performance of constituent stocks was impressive—TFC surged by 7.35%, Zhongji Xuchuang rose by 3.90%, Xinyi Sheng increased by 3.46%, and Xiechuang Data climbed by 2.33%, with the three leading optical module companies collectively soaring, contributing the main gains to the ETF. There was a net inflow of funds during the session, with capital returning once again!

The news front welcomed a series of catalysts. In quantum computing, the U.S. government provided $2 billion in grants to nine quantum companies, with IBM receiving $1 billion to build a dedicated quantum wafer foundry. Anthropic plans to pay nearly $45 billion to SpaceX over three years for computing power, as demand for AI computing power continues to explode. In terms of local policies, Shandong issued the "Artificial Intelligence + Manufacturing Action Plan," aiming for AI industry revenue to exceed 250 billion yuan by 2028.

It is understood that the China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) covers the entire industry chain of AI hardware, AI applications, and AI software, with a high concentration of leading optical module companies, and a management fee rate of only 0.15% per year, making it a low-cost core tool for positioning in the AI industry wave