科技股+证券股带领大盘冲关3800点！全市场规模最大的计算机ETF（159998）“软硬通吃”，上行通道打开！

Core Viewpoint - The Shanghai Composite Index rose by 0.67% to 3796.36 points, approaching the 3800-point mark, with significant contributions from stocks like Zhongke Shuguang and Zhinanzhen, leading to a 2.75% increase in the Computer ETF (159998) [1] Group 1: Computer ETF Performance - The Computer ETF (159998) has a cumulative increase of 25% since June 23, driven by both software and hardware sectors [1] - The ETF tracks the CSI Computer Theme Index, covering a wide range of sectors including IT services, application software, and communication equipment, featuring leaders in AI applications and hardware manufacturing [1] Group 2: Recent Developments - On August 20, Zhipu announced the launch of the world's first mobile agent, AutoGLM 2.0, powered by domestic models GLM-4.5 and GLM-4.5V, capable of running across various devices and scenarios [1] - The release of DeepSeek-V3.1, designed for the upcoming generation of domestic chips, was also announced, indicating advancements in hardware capabilities [1] Group 3: Market Insights - Industry experts suggest that the current Computer ETF (159998) is tracking an index with a historical percentile lower than similar tech indices, indicating potential for catch-up in performance [2] - The ETF's holdings are highly correlated with sectors such as fintech, autonomous driving, and trusted computing, which are considered to have significant growth potential in a bullish market [2]