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算力租赁大单引爆，创业板人工智能ETF华宝（159363）反弹超3%！海外云巨头资本开支高增_蜘蛛资讯网

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，下半年AIDC建设节奏预计再加速，光模块等算力基建产业链将持续受益于超高景气下的量价齐升。*　　一键布局光模块CPO龙头机会，建议重点关注创业板人工智能ETF华宝（159363）及场外联接（A类023407、C类023408），标的指数最新光模块含量约50%，“易中天”一网打尽，约三成仓位布局AI应用，不止是算力核心，也是AI应用代表。　　值得注意的是，截至2026.4.30，创业板人工智能ET

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