大数据ETF(159739)早盘涨0.76%，政策催化数据要素产业链

Group 1 - The Shenzhen Municipal Bureau of Commerce and the Municipal Development and Reform Commission have jointly issued a plan to promote high-quality development of service trade and digital trade, which includes the establishment of a national-level data exchange and the deepening of cultural big data trading pilots [1] - The policy is favorable for the data element industry chain, positively catalyzing companies involved in cloud computing and data services within the major components of the big data ETF [1] - As of June 4, the big data ETF (159739.SZ) rose by 0.76%, with its associated index, cloud computing (930851.CSI), increasing by 0.82% [1] Group 2 - According to Zheshang Securities, the Chinese public cloud market is driven by generative AI, returning to double-digit growth, with a projected year-on-year increase of 15.8% in H2 2024 [2] - Alibaba Cloud leads the IaaS and PaaS market with shares of 26.1% and 24.4% respectively, significantly ahead of competitors [2] - The integration of cloud computing and AI is a key industry trend, with cloud vendors optimizing infrastructure and large models to enhance user experience and expand long-tail customer coverage [2]