阿里云AI IaaS霸榜，马菲新中心再拓版图，数据ETF（516000）早盘高开领先

Core Viewpoint - The data ETF and the big data industry are experiencing growth driven by advancements in computing power and the expansion of cloud services, particularly by Alibaba Cloud, which is enhancing its global infrastructure and AI capabilities [1][2]. Group 1: Market Performance - As of July 3, 2025, the CSI Big Data Industry Index (930902) rose by 0.44%, with notable increases in constituent stocks such as Guanghuan Xinnet (+2.98%), Aofei Data (+1.48%), and Baoxin Software (+1.22%) [1]. - The data ETF (516000) increased by 0.55%, with a recent price of 0.91 yuan, and has seen a cumulative rise of 1.34% over the past two weeks [1]. Group 2: Company Developments - On July 2, Alibaba Cloud announced the addition of new data centers in Malaysia and the Philippines, expanding its global infrastructure to 29 regions and 90 availability zones [1]. - The third availability zone in Malaysia went live on July 1, while the second zone in the Philippines is set to launch in October 2025 [1]. - Alibaba Cloud plans to establish its first global AI capability center, collaborating with over 1,000 companies to create more than 10 industry AI demonstration projects and partnering with over 120 universities to train 100,000 AI professionals annually [1]. Group 3: Industry Insights - According to IDC's latest report, Alibaba Cloud, Huawei Cloud, and Volcano Engine are the top three players in China's AI infrastructure (AI IaaS) market, with Alibaba Cloud holding a 23% market share, surpassing the combined share of the second and third-ranked companies [1]. - The integration of computing power is crucial for the big data industry, enhancing data storage efficiency and accelerating data analysis processes, which in turn supports innovative applications in fields like smart driving and telemedicine [2].