大数据ETF(159739)受益云厂商加码AI，光模块龙头集体走高

Group 1 - The Big Data ETF (159739.SZ) increased by 1.03%, with its associated index, Cloud Computing (930851.CSI), rising by 0.96% [1] - Major component stocks such as Xinyisheng rose by 5.24%, Zhongji Xuchuang by 4.53%, and Hengsheng Electronics by 3.35% [1] - The rise in computing hardware stocks is driven by increased investment in ASIC chips by major internet companies, leading to expected growth in revenue and profits in niche areas like optical modules [1] Group 2 - Domestic cloud vendors are raising AI capital expenditures, with Tencent planning to allocate a low double-digit percentage of its revenue to capital spending by 2025, Alibaba announcing an investment of 380 billion yuan over three years, and ByteDance budgeting 150 billion yuan annually [1] - This increase in capital expenditure is expected to boost demand across the computing industry chain, including intelligent computing center construction, servers, and optical modules [1] - AI technology is reshaping military operations, with cloud computing and big data facilitating multi-domain integration on the battlefield, highlighting the need for real-time data processing and distributed computing [1]