Group 1 - The core viewpoint highlights the significant performance of major indices such as the Sci-Tech 50 and the strong rise in sectors like communication, non-ferrous metals, and electronics, with AI computing and related concepts experiencing notable gains [1] - The cloud computing 50 ETF (516630) saw an increase of over 3%, with top holdings like Yuntian Lifei and Zhongke Shuguang hitting the daily limit [1] - The DeepSeek-V3.1 model has achieved breakthroughs in multiple dimensions, optimizing efficiency and reducing deployment costs, while its compatibility with domestic chips enhances stability and efficiency [1] Group 2 - The cloud computing 50 ETF (516630) tracks an index with a high AI computing content, covering popular concepts such as optical modules, computing leasing, data centers, and AI servers [2] - The ETF is noted for having the lowest total fee rate among those tracking the cloud computing index [2]
DeepSeek助力国产算力价值重估,云计算50ETF(516630)大涨,云天励飞、中科曙光涨停