Group 1 - The core viewpoint of the news highlights a strong performance in the cloud computing and big data sector, with the CSI Cloud Computing and Big Data Theme Index rising by 4.18% as of August 28, 2025, driven by significant gains in key stocks such as Qi Anxin (up 17.79%) and New Yisheng (up 13.84%) [1] - The Big Data ETF (159739) also saw an increase of 4.66%, closing at 1.59 yuan, reflecting the overall positive sentiment in the market [1] - National Securities pointed out that domestic leading companies in optical modules are currently valued at historical averages, and compared to international hardware giants, their valuations are lower, indicating potential for price appreciation [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the CSI Cloud Computing and Big Data Theme Index accounted for 53.85% of the index, with notable companies including Zhongji Xuchuang, iFlytek, and New Yisheng [2] - The index comprises 50 listed companies involved in cloud computing services, big data services, and related hardware, aiming to reflect the overall performance of these sectors [1]
CPO+PCB全面爆发，大数据ETF(159739)涨超4.6%
Xin Lang Cai Jing·2025-08-28 07:29