算力板块表现亮眼，云计算50ETF(159527)盘中涨超2%

Group 1 - The Zhongzheng Cloud Computing and Big Data Theme Index (930851) has seen a strong increase of 2.34% as of April 30, 2025, with notable gains in constituent stocks such as Tax Friend Co., Ltd. (603171) up 7.31%, Wanxing Technology (300624) up 6.85%, and Zhongke Xingtou (688568) up 5.67% [1] - The Cloud Computing 50 ETF (159527) has risen by 2.16%, and over the past year, it has accumulated a total increase of 19.33% as of April 29, 2025 [1] - According to Zheshang Securities, the proportion of heavy positions in the computer industry for Q1 2025 is 3.1%, reflecting a quarter-on-quarter increase of 0.35%, indicating an upward trend in industry allocation [1] Group 2 - The report from CITIC Construction Investment Securities indicates that recent disclosures of 2024 annual reports and Q1 2025 reports from listed companies show that companies related to AI computing power have performed well, confirming the high prosperity of the industry [1] - The increase in holdings during Q1 2025 is primarily concentrated in areas such as AI Agents, cloud services, and integrated machines, with DeepSeek driving the AI sector's market performance [1] - The Cloud Computing 50 ETF closely tracks the Zhongzheng Cloud Computing and Big Data Theme Index, which selects 50 listed companies involved in providing cloud computing services, big data services, and related hardware to reflect the overall performance of these companies [2]