AI算力板块重挫，寒武纪、中科曙光等午后大跌，云计算50ETF（516630）跌超2.5%

Group 1 - The ChiNext index and other related indices showed strong performance, with the ChiNext index rising nearly 2% [1] - Sectors such as lithium battery anodes, rare earths, power batteries, and solid-state batteries were active, while computing-related sectors like servers and ASIC chips faced declines [1] - Zhongke Shuguang reported its 2025 mid-year results, achieving a revenue of 5.85 billion yuan, a year-on-year increase of 2.41%, and a net profit of 729 million yuan, up 29.39% year-on-year [1] Group 2 - The cloud computing 50 ETF (516630) experienced a decline of over 2.5%, with major holdings like Zhuhai Shuguang and Qi Anxin leading the losses [1] - The cloud computing 50 ETF tracks an index with a high AI computing content, covering popular sectors such as optical modules, computing leasing, data centers, and AI servers [2] - The ETF is noted for having the lowest total fee rate among ETFs tracking this index [2]