沪指创近十年新高，科技板块集体爆发！云计算ETF沪港深（517390）、计算机ETF（159998）盘中双双涨超4%

Group 1 - The A-share market indices opened high and rose, with the Shanghai Composite Index reaching a nearly ten-year high and the North Securities 50 Index hitting a historical peak, driven by a surge in the technology sector [1] - Notable stocks included Shuguang Digital, which rose over 25%, and several others like Xingwang Ruijie and Huasheng Tiancai hitting the daily limit, indicating strong market interest in technology [1] - The entire computing power industry is entering a heated investment phase, with significant capital expenditure from domestic and international CSP giants shifting towards AI computing power, signaling a growth phase for the computing power sector [1] Group 2 - Cloud computing is positioned as a foundational infrastructure for the AI era, expected to benefit from the acceleration of AI applications and the commercialization of AI agents, leading to a symbiotic growth pattern between AI models and cloud computing [2] - Internet cloud vendors are anticipated to regain market share due to their competitive advantages in computing power, models, and applications, contributing to the overall growth of the cloud computing market [2] - Investors can participate in the technology sector's upward opportunities through cloud computing ETFs and related funds, which provide access to the growth potential in this space [2]