中国首个光量子计算机制造工厂落地深圳，计算机ETF（159998）全市场规模最大，云计算ETF沪港深（517390）昨日“吸金”超1700万

Core Insights - The computer sector experienced a decline on September 2, with related ETFs showing mixed performance, particularly the cloud computing ETF and the computer ETF [1][2] - The cloud computing ETF (517390) has the highest year-to-date growth among its peers, while the largest computer ETF (159998) has a current scale of 3.663 billion [1] - Both ETFs have recently seen significant net inflows, indicating investor interest [1] ETF Performance - The cloud computing ETF (517390) fell nearly 2% during the trading session, while the computer ETF (159998) dropped over 1% [1] - Notable individual stocks within the computer ETF include Xichuang Data and Guolian Shares, which saw significant gains [1] - As of September 1, the cloud computing ETF had a net inflow of 17.43 million, while the computer ETF attracted a total of 45.64 million over two days [1] Industry Developments - The computer ETF (159998) tracks the CSI Computer Theme Index, which includes companies involved in IT services, application software, system software, and computer hardware [2] - The top ten holdings of the computer ETF include leading firms such as iFlytek, Inspur, Hikvision, Kingsoft, and Tonghuashun [2] - The Chinese government has set ambitious goals for AI integration across six key sectors by 2027, aiming for a significant increase in the adoption of new intelligent applications [2] Technological Advancements - Beijing Boson Quantum Technology Co., a leader in quantum computing, has established China's first large-scale dedicated optical quantum computer manufacturing facility in Shenzhen [3] - This facility is expected to produce dozens of optical quantum computers annually, enhancing production capacity [3] - Analysts predict that the computer sector's overall performance in the second half of the year will improve, driven by advancements in AI technology and applications [3] Future Outlook - The main focus for the computer sector is expected to remain on the AI industry chain, with significant updates and iterations from leading AI model companies anticipated in the third quarter [3] - Positive growth is expected in the second half of the year, with an increase in revenue contribution from AI applications in various sectors [3]