Group 1 - The core viewpoint of the articles highlights the strong performance of sectors such as communication, electronics, and computing in the A-share market, driven by active indices related to optical modules, AI computing, and cloud computing [1] - Nvidia's FY2026 Q1 performance exceeded expectations, with the introduction of a new AI chip specifically for the Chinese market, and Blackwell contributing nearly 70% of data center computing revenue, indicating strong demand for Nvidia's chips [1] - The Ministry of Industry and Information Technology released the "Computing Power Interconnection Action Plan," aiming to establish a comprehensive standard and rule system for computing power interconnection by 2026, and achieve nationwide public computing power standardization by 2028 [1] Group 2 - The Xinchang ETF (562570) is closely related to the strategic restructuring of Haiguang Information and Zhongke Shuguang, which are significant components of the index, collectively accounting for over 10% of its weight [2] - The Cloud Computing 50 ETF (516630) tracks an index with a high AI computing content, covering sectors such as optical modules, computing leasing, data storage, and servers, with Zhongke Shuguang being the sixth largest component [2]
算力、数字货币等概念午后活跃,信创ETF(562570)强势拉升,涨超2%
Mei Ri Jing Ji Xin Wen·2025-06-05 06:34