计算机ETF（159998）、云计算ETF沪港深（517390）双双涨超4%，机构：AI产业链仍是核心主线

Group 1 - The computer sector is experiencing strong performance, with the Computer ETF (159998) rising by 4.21% and achieving a trading volume exceeding 1 billion yuan, making it the largest in the market with a latest circulation scale of 35.12 billion yuan as of August 15 [1] - The Cloud Computing ETF (517390) is also performing well, with a rise of 4.10%, closely tracking the CSI Cloud Computing Industry Index [1] - According to IDC, the Chinese AI public cloud service market is projected to reach 19.59 billion yuan in 2024, representing a growth of 55.3% compared to 2023 [1] Group 2 - The AI industry chain, intelligent driving, domestic substitution, and overseas expansion are highlighted as key areas of growth within the computer sector, with profit growth expected to outperform revenue growth in the second half of the year [3] - Significant advancements in AI technology are noted, including the release of the dual-system VLA model by StarSea, NVIDIA's introduction of world models and robot development tools, and Tesla's shift towards AI5/AI6 chip integration [3] - The quantum computing field has seen important progress with the development of a programming instruction set architecture for arbitrary two-qubit gates, marking a significant achievement in quantum computer architecture [2]