Workflow
人工智能高需求持续带动算力行业业绩增长,计算机ETF(159998)连续10日“吸金”
2 1 Shi Ji Jing Ji Bao Dao·2025-05-09 06:44

Group 1 - A-shares experienced a volatile trading day on May 9, with defensive sectors like banking and electricity performing well, while technology sectors such as communications and computers saw a pullback [1] - The CSI Computer Index fell by 1.46%, but certain stocks like Runhe Software rose over 5%, with others like Zhongke Xingtu and Softcom Power also gaining more than 1% [1] - The Computer ETF (159998) saw a decline of over 1.3% but attracted significant capital inflow, accumulating nearly 240 million yuan in net inflow over the past 10 trading days [1] Group 2 - In Q1 2025, the computer industry showed significant improvement, with total revenue reaching 271.12 billion yuan, a year-on-year increase of 16%, and net profit turning positive at 1.41 billion yuan [2] - The computing power sector experienced a remarkable revenue growth of 42.08% year-on-year, with net profit increasing by 45.41% due to high demand driven by artificial intelligence [2] - The dynamic price-to-earnings ratio for the computer sector was reported at 81.5 times as of April 30, 2025, indicating a recovery in company performance and an increase in valuation [2] Group 3 - The positive fiscal and monetary policies in China, along with the growing trend of AI, are expected to enhance the profitability of the computer industry, potentially improving market sentiment [3] - The valuation levels represented by price-to-sales (PS) ratios in the industry still have room for growth [3]