A股、港股云计算概念双双走强，云计算ETF沪港深（517390）涨超1%，近5、10、20、60日净流额为同标的第一，机构：今年云计算行业将进入全新发展阶段

Group 1: Market Performance - The three major indices opened higher on June 5, with the ChiNext Index rising and the Hang Seng Technology Index showing significant gains [1] - The CSI Cloud Computing Industry Index (931470.CSI) increased by 1.29%, with Meituan Group rising over 7%, and both Shenxinfu and Alibaba-W increasing over 3% [1] - The Cloud Computing ETF (517390) continued to strengthen, rising by 1.3% with a trading volume of 5.01 million yuan [1] Group 2: Industry Insights - Global AI computing power demand is on the rise, making the computing power leasing industry a market focus, with Alibaba planning to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years [2] - The cloud computing industry is expected to enter a new development phase by 2025, with a market size projected to exceed 1.17 trillion yuan, reflecting a year-on-year growth of 40.6% driven by advancements in AI technology and policy support [2] - The shift from IaaS to SaaS in enterprise cloud service demand is anticipated, particularly in critical infrastructure sectors such as government, finance, and transportation, aided by the integration of 5G, AI, and big data technologies [2]