云计算沪港深ETF（517390）大涨超4.8%，近5个交易日涨幅居全市场前三，机构：AI云基础资源方向进入新一轮提速成长期

Group 1 - A-shares indices opened high and rose strongly on May 6, with cloud computing concept stocks performing well [1] - The cloud computing Hong Kong-Shenzhen ETF (517390) rose by 4.81%, accumulating an 8.83% increase over the past five trading days, ranking among the top three ETFs in the market [1] - The computer ETF (159998) increased by 3.20%, marking its third consecutive day of gains [1] Group 2 - The cloud computing Hong Kong-Shenzhen ETF (517390) closely tracks the CSI Hong Kong-Shenzhen Cloud Computing Industry Index (931470.CSI) and includes holdings in Hong Kong internet companies and A-share computing leaders [1] - Major holdings in the Hong Kong market include Tencent and Alibaba, while A-share AI application holdings include Kingsoft Office, Hengsheng Electronics, Baoxin Software, and Yonyou Network [1] - A-share computing power holdings include Zhongji Xuchuang, Zhongke Shuguang, Inspur Information, and Unisplendour [1] Group 3 - The computer ETF (159998) tracks the CSI Computer Index (930651.CSI), which selects stocks from the information technology services, application software, system software, and computer hardware sectors [1] - The top ten holdings in the computer ETF include Hikvision, iFlytek, Kingsoft Office, Hengsheng Electronics, and Runhe Software [1] Group 4 - The National Bureau of Statistics announced plans to increase central financial investment to support the construction of foundational data infrastructure projects [2] - Long-term special government bond funds will be utilized to accelerate the establishment of national data infrastructure [2] - Longjiang Securities noted that the continuous improvement of models and accelerated application landing will boost capital expenditure from major CSPs [2] Group 5 - Huatai Securities emphasized that a barbell strategy remains effective in the medium term, with manageable risks at the index level [2] - There is a focus on structural opportunities, particularly in TMT and domestic consumption sectors, with an emphasis on cloud computing chains [2]