Xin Lang Cai Jing·2025-07-31 05:52Group 1 - The technology sector experienced a collective rebound, with significant gains in CPO, PCB, computing power, and liquid cooling server sectors, driven by the AI market [1] - The Sci-Tech AI ETF (588790) has seen rapid growth, surpassing 5.8 billion yuan in scale since its establishment in December 2024, marking a new high [1] - The Sci-Tech AI ETF (588790) rose over 2% during trading, with a transaction volume exceeding 300 million yuan, and has accumulated a rise of over 26% year-to-date as of July 30 [1] Group 2 - Other related ETFs, such as the Sci-Tech 100 Index ETF (588030), also saw gains, with a transaction volume exceeding 200 million yuan and a significant rise in constituent stocks [2] - Meta reported second-quarter revenue of 47.52 billion USD, a 22% year-on-year increase, and a net profit of 18.337 billion USD, up 36% year-on-year, exceeding market expectations [2] - Microsoft announced second-quarter revenue of 76.44 billion USD, an 18% year-on-year increase, with Azure and other cloud services revenue growing 39% year-on-year, marking a new high since the end of 2022 [2] Group 3 - The AI computing power industry in China is transitioning from showcasing capabilities to solving practical problems, indicating a new phase for AI infrastructure [3] - Investment opportunities in vertical AI applications are emphasized for the second half of the year, with potential commercial resonance between China and the US [3] - The importance of following the practical testing results of major companies is highlighted, as revenue growth could lead to valuation restructuring [3]