同标的规模最大计算机ETF（159998）近2日持续获资金净流入，云计算ETF沪港深（517390）单日“吸金”390万元

Group 1 - The three major indices collectively turned positive as of July 28, with the Computer ETF (159998) experiencing a fluctuation and a decline of 0.53% at the time of reporting, while component stocks like Wealth Trend rose over 3% [1] - The Computer ETF (159998) has seen a net inflow of over 8 million yuan in the last two trading days, reaching a record high of 3.63 billion yuan in size, leading among similar products [2] - The Cloud Computing ETF (517390) has decreased by 0.23% but has risen for three consecutive days, with a net inflow of 3.9 million yuan yesterday and a year-to-date increase of 29.95%, the highest among its peers [2] Group 2 - China Mobile and China Data Union Logistics signed a strategic cooperation agreement to advance the integration of 5G, cloud computing, big data, and blockchain technologies in logistics, focusing on innovative applications in supply chain finance and smart logistics [3] - Huawei showcased its 384-node AI cloud service, which integrates 384 Ascend NPUs and 192 Kunpeng CPUs, achieving a computing power of 300 PFlops, now fully operational in several data centers [3] - According to a recent report, the allocation of public funds in the computer industry is at 2.6% as of Q2 2025, down 0.6 percentage points from the previous quarter, with AI expected to remain a key focus for the industry [4] - The current valuation levels in the computer sector have surpassed those of 2020 and 2023, reflecting optimistic market expectations for potential profit margins, with a forecast for further valuation digestion and market capitalization growth as the macro economy recovers [4]