同标的规模最大的计算机ETF（159998）涨超2%，机构：全球AI算力或迎来新一轮共振

Group 1 - The major stock indices opened higher on May 6, with the ChiNext Index rising over 1%, driven by gains in the computer and communication sectors, particularly AI-related concepts [1] - The Computer ETF (159998) saw a rise of over 2%, with a current premium/discount rate of 0.10%. Notable constituent stocks such as Guanghuan Xunwang, Newland, and Kingsoft rose over 4% [1] - The Cloud Computing ETF (517390) also increased by over 2%, with constituent stocks like Tianyuan Dike and Huasheng Tiancai hitting the daily limit [1] Group 2 - The Computer ETF (159998) has attracted significant capital inflow, accumulating over 200 million yuan in net inflow over the past seven trading days [1] - The Computer ETF tracks the CSI Computer Index, which includes companies involved in information technology services, application software, system software, and computer hardware [2] - Major holdings in the Computer ETF include Hikvision, iFlytek, Kingsoft, and Hengsheng Electronics [2] Group 3 - North American cloud giants have reported earnings that exceeded market expectations, indicating a potential new wave of demand for AI computing power [3] - Companies like Microsoft, Amazon, Google, and Meta have maintained high capital expenditures to support AI infrastructure, which is expected to boost the AI infrastructure industry [3] - The appreciation of the RMB is seen as beneficial for "Chinese assets," with "AI+" expected to be a key investment theme in May [3]