数据 ETF（516000）强势收涨！算力逻辑驱动板块活跃

Group 1 - The A-share market showed positive performance on June 16, with the Shanghai Composite Index rising by 0.35% and the ChiNext Index increasing by 0.66%, driven by the surge in themes such as stablecoins, CPO, and AI applications [1] - The CSI Big Data Industry Index (930902) experienced a strong rally, closing up 1.3%, with notable gains in constituent stocks like Hengsheng Electronics, which hit the daily limit, and Shenzhou Information and Tianxia Show, which rose by 5.67% and 5.36% respectively [1] - The Data ETF (516000), which tracks the CSI Big Data Industry Index, also performed well, closing with a gain of 1.46% at a latest price of 0.9 yuan, reflecting the heightened interest in the big data sector [1] Group 2 - Guosheng Securities highlighted that the core driver of the computing power industry comes from the certainty of technological upgrades and the phased verification of performance, with a "high-low cut" trend observed in the optical module sector since the beginning of the year [1] - The "pendulum effect" in the computing power sector reflects the interplay between the certainty of industry trends and market chip dynamics, with a focus on core segments that have strong technological barriers and high order visibility [1] - The Data ETF (516000) serves as a tool for investors to easily allocate to core assets in the big data sector, covering key areas such as data storage devices, analytical technologies, and operational platforms, amidst a backdrop of increasing policy support for the digital economy and accelerated AI technology iterations [2]