年初至今涨幅居同标的第一，沪市最大云计算ETF沪港深（517390）涨0.9%，机构：计算机板块持仓触底或现配置窗口

Group 1 - The computer sector is active, with the CSI Computer Theme Index rising by 0.11% as of August 12 [1] - The Computer ETF (159998) increased by 0.32%, with a trading volume exceeding 36 million yuan and a latest circulation scale of 3.438 billion yuan as of August 11 [1][2] - The Cloud Computing ETF (517390) rose by 0.90%, with a year-to-date increase of 33.93%, making it the top performer among similar products [2] Group 2 - The Computer ETF tracks the CSI Computer Theme Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware [2] - The top ten holdings of the Computer ETF include leading companies such as iFlytek, Hikvision, and Kingsoft as of August 7 [2] - The Cloud Computing ETF closely follows the CSI Hong Kong-Shanghai Cloud Computing Industry Index and includes investments in internet companies in Hong Kong and computing leaders in A-shares [2] Group 3 - Huachuang Securities reported that the latest Kimi K2 model has achieved trillion-level scale expansion with 32 billion activation parameters, surpassing international open-source models [3] - The Kimi K2 model enhances task generalization capabilities and can autonomously generate complex front-end code, indicating strong commercial potential [3] - According to Minsheng Securities, the proportion of computer sector holdings in funds was approximately 2.52% in Q2 2025, slightly down from the previous quarter, indicating a historical low [3]