同标的规模最大的计算机ETF（159998）连续3日“吸金”，实时净申购超1500万份，机构：关注国产算力与AI应用机会

Group 1 - The A-share market showed strength on July 29, with the computer sector gaining traction, particularly the computer ETF (159998), which rose by 0.32% and had a trading volume exceeding 57 million yuan, leading its category [1] - The computer ETF has seen a net inflow of over 37 million yuan in the last three trading days, with a current circulation scale of 3.633 billion yuan, making it the top product in its category [1] - The ETF tracks the CSI Computer Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware [1] Group 2 - At the 2025 World Artificial Intelligence Conference, it was highlighted that global AI computing power demand is expanding at an unprecedented rate of 750 times every two years [2] - Investment opportunities are shifting from single cards to cabinets, and from training to inference, with a focus on computing power, models, AI PCBs, cooling solutions, and AI power [2] - Major companies are accelerating the launch of more powerful and comprehensive models and intelligent products, with upcoming models like GPT-5 and DeepSeek-V4/R2 expected to drive AI technology across various industries [2]