Mei Ri Jing Ji Xin Wen·2025-08-26 02:13Group 1 - The A-share market saw a rise in sectors such as beauty care and computers, while concepts related to rare earths, GPUs, and copper-clad laminates experienced declines [1] - The cloud computing 50 ETF (516630) opened lower but rebounded slightly, with notable stocks like Guanglian Da and Tuo Wei Information hitting the 10% limit up [1] - DeepSeek launched its DeepSeek-V3.1, optimized for the next generation of domestic chips, indicating advancements in domestic AI capabilities [1] Group 2 - From a mid-to-long-term perspective, the focus is on the progress of societal intelligence driven by new technology cycles, including the continuous iteration of large models and the improvement of AI infrastructure [2] - The North American cloud vendors are expanding capital expenditures, reflecting strong demand for AI computing power, which is expected to benefit the domestic computing industry [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, and AI servers [2]