Mei Ri Jing Ji Xin Wen·2025-08-14 03:12Group 1 - A-shares indices collectively rose on August 14, with chip stocks strengthening and brain-computer interface concepts gaining traction [1] - The cloud computing 50 ETF (516630) saw a rise of over 1%, with leading stocks including Guotou Intelligent, Zhongke Shuguang, Shuguang Shuchuang, Shenzhou Taiyue, and China Great Wall [1] - CICC's report highlighted that the computing power chain remains a key investment theme, influenced by factors such as the release of DeepSeekR1 and expectations for North American AI [1] Group 2 - North American cloud vendors continue to expand capital expenditures, indicating strong demand for AI computing power, which is expected to benefit the domestic computing power industry chain [2] - The cloud computing 50 ETF (516630) tracks a cloud computing index (930851) with a high AI computing power content, covering popular concepts such as optical modules, computing power leasing, data centers, AI servers, and liquid cooling [2]