The organization referred to the A-share computing power industry chain as a scarce true growth sector. The artificial intelligence ETF of the ChiNext Board, Huabao, rose by 1.26% at midday, and Deepinfar rallied by 6.49%.

On July 18, as of the noon break, the ChiNext Artificial Intelligence ETF HuaBao rose by 1.26%, with a trading volume of 2.54 billion yuan. Component stocks surged, DeepInfo Technology rose by 6.49%, Sinosoft Technology rose by 4.51%, Runze Technology and New Easy Success rose by over 1%. In terms of news, in the early morning of July 18 Beijing time, the U.S. technology company OpenAI held a live broadcast event to release the universal artificial intelligence agent ChatGPT. The ChatGPT Agent has the ability to think and act independently, and can proactively select the appropriate tools from its skill library, including Operator, DeepResearch, and ChatGPT, to complete various super complex tasks. Guosheng Securities believes that the A-share computing power industry chain is a scarce sector with true growth potential. In the future, with the continuous commercialization of AI, the computing power industry trend is expected to become a stronger version of the golden ten years of the previous cloud computing era, and the valuation system of excellent companies in the A-share AI sector is expected to switch to growth stocks. The trend of overseas computing power recovery is already significant, and the firm recommends companies related to the computing power industry chain such as leading companies in the optical module industry and optical components.