The E Fund AI ETF (03489) is currently up more than 3%, reaching 3.3% as of the release, at 14.08 Hong Kong dollars with a turnover of 5.2397 million Hong Kong dollars. In terms of news, the Philadelphia Semiconductor Index surged 5% overnight. Leading AI computing power companies such as Micron, NVIDIA, AMD, etc., are continuing to rise, reflecting the market's accelerating pricing of AI hardware "bottleneck nodes". Analysts point out that in terms of storage, Micron indicates that AI demand has exceeded industry supply capacity, with a widening gap in DRAM supply and demand; In terms of optical modules, there is an explosion in 1.6T demand, with orders extending to 2028; In terms of advanced foundry, TSMC's CoWoS capacity remains tight. The prosperity in these three sectors is driving the valuation center of the hardware sector higher. Public information shows that the E Fund Artificial Intelligence ETF covers holdings in Micron, SanDisk, Lumentum, TSMC, and NVIDIA, realizing zero premium and unlimited quantity one-click configuration from optical modules, storage to advanced foundry, closely following the storage super cycle and AI computing power main uptrend. It is worth noting that the Shanghai Stock Exchange has issued a notice, including 8 ETFs such as the E Fund AI ETF, entering the Southbound ETF Connect list of underlying assets, effective from May 6, 2026.