海外AI大厂业绩炸裂！AI应用再度爆发，信创50ETF(560850)大涨近3%！自主创新+AI高景气双重催化

Group 1 - Global software leader reported Q4 FY2025 revenue of $76.44 billion, an 18% year-over-year increase, with intelligent cloud revenue at $29.9 billion, up 26%, and Azure cloud services growing by 39% [2] - The company’s quarterly capital expenditure reached $24.2 billion, a 27% increase, with expectations to exceed $30 billion in the next quarter, focusing on servers and long-term assets to support AI and cloud business [2] - Global social giant reported Q2 revenue of $47.52 billion, a 22% year-over-year increase, and net profit of $18.34 billion, up 36%, with AI chat assistant monthly active users reaching 700 million [4] Group 2 - Domestic computer sector saw significant gains, with the Xinchuang 50 ETF rising nearly 3% and the Software 50 ETF increasing over 2%, reflecting positive sentiment from overseas performance [3] - Major stocks in the Xinchuang 50 ETF, including Yonyou Network and 360, experienced substantial increases, indicating strong market performance [3] - The AI application sector is experiencing a structural shift in demand, with consumer AI applications expanding into programming and video generation, while B2B AI applications are still in early commercialization stages [5][6] Group 3 - The DeepSeek concept stock weight in the Zhongzheng Xinchuang Index is 48.1%, indicating a strong focus on computer software and cloud services, which are closely related to the "domestic substitution" trend [6] - The Software 50 ETF covers a comprehensive range of AI software across the entire industry chain, with approximately 67% of its weight in application software and over 15% in AI-related fields [7]