大数据ETF(159739)涨超2%，算力政策催化科华数据涨停

Group 1 - The core viewpoint of the news highlights the positive performance of the big data ETF (159739.SZ), which rose by 2.07%, driven by significant gains in key component stocks such as New Yisheng (up 5.16%), Zhongji Xuchuang (up 5.33%), and Kehua Data (up 10.00) [1] - The Ministry of Industry and Information Technology has issued the "Computing Power Interconnection Action Plan," aimed at improving the efficiency and service level of public computing resources, which has led to a collective rise in computing power leasing concepts and hardware stocks [1] - The computing hardware stocks showed strong performance, with Shenghong Technology reaching a historical high, and the cloud computing index component stocks like Kehua Data hitting the daily limit, contributing to the overall increase of the big data ETF [1] Group 2 - According to research from Zheshang Securities, the Chinese public cloud market is expected to return to double-digit growth driven by generative AI, with a projected year-on-year growth of 15.8% in the second half of 2024 [2] - Alibaba Cloud leads the IaaS and PaaS markets with market shares of 26.1% and 24.4% respectively, showcasing a significant competitive advantage over peers [2] - The integration of cloud computing and AI is identified as a key trend in the industry, with cloud vendors leveraging infrastructure and large models to cover long-tail customers and enhance revenue [2]