算力盘中直线拉升，新易盛涨逾10%，云计算ETF（159890）半日收涨1.20%

Core Viewpoint - The computing hardware sector is experiencing significant activity, driven by a strong performance from companies like New Yisheng, which has led to a notable increase in related stocks and ETFs [1] Group 1: Market Performance - New Yisheng's stock rose over 10%, positively impacting the computing hardware sector and leading to a 1.20% increase in the cloud computing ETF (159890) with a trading volume exceeding 25 million yuan [1] - Other stocks such as Donghua Software, Wanxing Technology, and Zhongji Xuchuang also saw gains of over 9% and 8% respectively, indicating a broad rally in the sector [1] Group 2: Fundamental Analysis - Among the seven major companies (Mag7) that have reported earnings, four provided revenue forecasts that either met or exceeded Wall Street expectations [1] - The cloud computing ETF's constituent stocks reported significant year-on-year increases in both revenue and net profit for the first quarter, reflecting robust growth in computing infrastructure [1] - Eastern Securities noted that the AI chip and server industries are benefiting from the rapid development of the AI sector, with increased orders and prepaid accounts indicating imminent business deployment [1] Group 3: Industry Development - Recent advancements in AI models, including the release of Alibaba's Qwen3 series and Xiaomi's 7B parameter model, are driving increased capital expenditures among domestic cloud giants [1] - The demand for AI is surging, which is expected to sustain a positive cycle of capital expenditure expansion, commercialization, and performance realization in the computing industry [1] Group 4: Capital Flow - There has been a notable return of capital to cloud computing, exemplified by a net inflow of nearly 18 million yuan into the cloud computing ETF (159890) [1] - Despite concerns over tariff disruptions, the demand for AI remains unchanged, suggesting continued investment interest in the sector [1] Group 5: Future Outlook - The computing industry is anticipated to maintain high prosperity due to breakthroughs in large model technology, ongoing expansion of application scenarios, and gradual performance realization [1] - Areas of potential focus include computing infrastructure, vertical applications, and ecosystem collaboration [1]