Group 1 - The Zhongzheng Cloud Computing and Big Data Theme Index (930851) has seen a strong increase of 2.38% as of July 31, 2025, with notable gains from constituent stocks such as Yidian Tianxia (301171) up 13.63%, and U8 Network (600588) up 8.53% [1] - The Big Data ETF (159739) rose by 2.47%, with the latest price reported at 1.28 yuan, indicating a positive market sentiment towards cloud computing and big data sectors [1] - The performance of communication companies is expected to improve in Q2 2025 compared to Q1, driven by the surge in AI demand in North America, leading to rapid growth in the performance of leading optical module companies [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the Zhongzheng Cloud Computing and Big Data Theme Index include Keda Xunfei (002230), Zhongji Xuchuang (300308), and New Yisheng (300502), collectively accounting for 51.84% of the index [2] - The index comprises 50 listed companies involved in providing cloud computing services, big data services, and related hardware, reflecting the overall performance of the cloud computing and big data sectors [1]
新易盛+中际旭创含量12.58%,大数据ETF(159739)涨超2.4%一键布局CPO