大数据ETF(159739)涨2.39%位列ETF榜前三，国产算力安全主题午后升温

Group 1 - The National Internet Information Office of China has raised concerns regarding security risks associated with NVIDIA's H20 computing chip, prompting the company to provide explanations and proof materials [1] - Following the news, there has been increased market interest in domestic cloud computing and data security sectors, with significant stock price movements in related companies [1] - As of July 31, the Big Data ETF (159739.SZ) rose by 2.39%, and its associated cloud computing index increased by 2.27%, with notable gains in key component stocks such as Zhongji Xuchuang (+4.63%), Yonyou Network (+10.03%), and Kingsoft Office (+4.10%) [1] Group 2 - Northeast Securities highlighted Huawei's comprehensive layout from hardware to industry algorithms, with its Ascend 910C chip achieving FP16 computing power of 752 TFLOPS, supporting AI model training and inference [2] - The report also noted Huawei's collaborations with companies like Sinochem and Xingfa Group in smart manufacturing, demonstrating the practical benefits of AI models in optimizing chemical processes and reducing energy consumption [2] - Additionally, Meta and Google have increased their annual capital expenditure to $85 billion to strengthen AI infrastructure, indicating sustained high demand for global AI computing power and confirming growth momentum in the cloud computing industry [2]