Group 1 - The Shanghai Composite Index turned positive on August 20, with the Computer ETF (159998) down 0.20% and a trading volume exceeding 15 million yuan [1] - Among the constituent stocks of the Computer ETF, Tuowei Information and Baoxin Software rose over 1%, while Inspur Information and Nasda also saw gains [1] - As of August 19, the Computer ETF (159998) had a latest scale of 3.581 billion yuan, ranking first among all computer-related ETF products in the market, with a year-to-date share growth of over 53%, also the highest among its peers [1] Group 2 - The Cloud Computing ETF (517390) was down 1.61% as of the latest update, but had achieved three consecutive days of gains by the close on August 19 [2] - The Computer ETF (159998) tracks the CSI Computer Theme Index (930651.CSI), which selects stocks from companies involved in information technology services, application software, system software, and computer hardware [2] - The Cloud Computing ETF closely follows the CSI Hong Kong-Shanghai Cloud Computing Industry Index (931470.CSI) and includes investments in Hong Kong internet companies, A-share computing power companies, and leading A-share computer firms [2] Group 3 - The global DRAM market is projected to grow by 20% quarter-on-quarter to reach 32.101 billion USD by Q2 2025, driven by increasing demand for high-value DRAM products like HBM3E and high-capacity DDR5, as well as rising prices and demand for traditional DDR4/LPDDR4X [3] - SK Hynix maintained its leading position in the DRAM market with a 38.2% market share in Q2, widening the gap with Samsung [3] - According to Dongfang Securities, the AI application sector is entering a practical phase, presenting numerous investment opportunities in both AI applications and computing power industries [3]
计算机ETF（159998）年内份额增超50%居同标的第一，云计算ETF沪港深（517390）3连涨后回调，二季度DRAM市场规模创历史季度新高
2 1 Shi Ji Jing Ji Bao Dao·2025-08-20 02:21