云计算50ETF（516630）午后跌超4.5%，AI算力概念大幅回调

Group 1 - The core viewpoint is that Alibaba's recent financial report indicates significant growth in capital expenditure and cloud business, driven by strong AI-related product revenue growth over eight consecutive quarters [1][2] - The A-share market experienced a collective decline, with notable drops in AI computing-related stocks, particularly in the cloud computing sector, where the Cloud Computing 50 ETF (516630) fell over 4.5% [1] - Citic Securities highlights that despite geopolitical disruptions affecting overseas computing chip supplies, Alibaba remains committed to investing in AI infrastructure, signaling a steady advancement in the self-sufficiency of domestic AI chips [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, AI servers, and liquid cooling [2] - The ETF is noted for having the lowest total fee rate among those tracking the cloud computing index [2]