AI主线创新继续，GPT-5重磅发布！全市场最大的计算机ETF(159998)近5日“吸金”超7100万元，云计算ETF沪港深(517390)近1年净值上涨超93%

Group 1: Computer ETF Performance - As of August 8, 2025, the Computer ETF (159998) had a turnover of 1.85% with a transaction volume of 65.76 million yuan [3] - The Computer ETF has seen a significant growth in scale, increasing by 57.84 million yuan over the past week, ranking first among comparable funds [3] - In the last five trading days, the Computer ETF experienced net inflows on four days, totaling 71.60 million yuan [3] Group 2: Cloud Computing ETF Performance - As of August 8, 2025, the Cloud Computing ETF (517390) had a turnover of 2.74% with a transaction volume of 7.48 million yuan [6] - The Cloud Computing ETF has achieved a net value increase of 93.26% over the past year, ranking 31 out of 2949 in index stock funds [6] - Over the last three months, the Cloud Computing ETF outperformed its benchmark with an annualized return of 5.69%, ranking first among comparable funds [6] Group 3: AI and Cloud Computing Industry Insights - The AI era is driving opportunities in cloud computing through supply-side cost reduction and demand-side expansion from downstream enterprises [7] - Cloud services are experiencing scale-based cost reductions, with major cloud providers and data centers expanding capacity while improving performance and efficiency [7] - The demand for cloud services is increasing due to generative AI, which drives the need for large-scale public, private, and hybrid cloud deployments [7] Group 4: Technological Advancements - OpenAI launched GPT-5 on August 7, 2025, which is described as the most powerful AI system to date, surpassing previous models in various benchmark tests [6] - GPT-5 is available for free to users, with different subscription levels offering varying functionalities [6] - China's leading position in open-source AI large models, such as DeepSeek and Alibaba's Tongyi Qianwen, supports the implementation of the "Artificial Intelligence +" initiative [7]