算力周末迎利好，计算机ETF（159998）、云计算沪港深ETF（517390）震荡回调，机构建议持续关注AI产业链

Group 1 - The three major indices in China experienced a narrowing of declines, with the Shanghai Composite Index briefly turning positive, while the computer sector maintained a volatile trend [1] - The Computer ETF (159998) saw its decline narrow to 0.46%, with a premium trading occurrence, and notable stocks like Langxin Group rising over 5% [1] - The latest news indicates that China has officially launched the construction of a computing power internet experimental network, with major telecom operators collaborating on this initiative [1] Group 2 - Recent reports indicate a significant decline in capital expenditures among China's three major telecom operators over the past three years, although there is an optimization in structure [2] - Despite the reduction in capital expenditures, the operators are maintaining or increasing investments in computing power, reflecting their commitment to AI development [2] - The cloud computing sector is expected to experience a profitable cycle due to increased demand and investment in AI infrastructure, with a focus on leading companies in the public cloud space [2]