华为发布AI推理创新技术UCM，云计算ETF沪港深（517390）涨超1.5%，机构：国产算力芯片及供应链正迎来光明发展前景

Group 1 - The Shanghai Composite Index has shown strong performance, surpassing 3674.4 points, marking a new high since October 8, 2024, with the computer sector remaining active [1] - The Cloud Computing ETF (517390) rose by 1.55%, with leading stocks including New Yisheng, Alibaba-W, Taiji Co., Kingsoft Cloud, and Tencent Holdings showing significant gains [1] - As of August 12, the Cloud Computing ETF (517390) had a latest circulation scale of 269 million yuan, ranking first among similar products in the Shanghai market [1] Group 2 - Huawei officially launched its AI inference innovation technology UCM on August 12, which integrates various caching acceleration algorithms to enhance inference performance and reduce costs [2] - Huawei plans to open-source UCM by September 2025, contributing it to mainstream inference engine communities and sharing it with storage manufacturers and ecosystem partners [2] - The "East Data West Computing" initiative is expected to provide clear direction for the large-scale and intensive development of data centers, combining low-cost resources in the west with high market demand in the east [2] Group 3 - China is firmly establishing a "secure and controllable" computing foundation, with promising development prospects for domestic computing chips and their supply chains, represented by Huawei's Ascend [3]