Sugon(SH:603019) Xin Lang Cai Jing·2025-09-10 07:05Core Viewpoint - The Computer ETF (159998) and Cloud Computing ETF (517390) have shown significant growth in recent months, driven by strong performance in the AI and computing sectors, supported by favorable government policies and industry developments [6][8]. Group 1: Performance Metrics - As of September 9, 2025, the Computer ETF (159998) has increased by 12.10 billion in scale over the past year and has seen a growth of 6.70 million shares this year [6]. - The Cloud Computing ETF (517390) has achieved a cumulative increase of 20.44% in the past month, ranking first among comparable funds [6]. - The Cloud Computing ETF (517390) has experienced a scale growth of 3.88 million in the last three months, also ranking first among comparable funds [6]. Group 2: Fund Flows - The Cloud Computing ETF (517390) has recorded a net inflow of 635.56 million, with a total of 6029.64 million net inflow over the last ten trading days [7]. - The Computer ETF (159998) covers a broad range of sectors, including AI software and hardware, providing comprehensive exposure to the technology landscape [7]. Group 3: Industry Developments - Recent government initiatives, such as the "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry," aim to boost the growth of the computer and communication sectors, targeting an average growth rate of around 7% [8]. - The launch of the first domestic AI computing open architecture by Zhongke Shuguang and over 20 industry partners highlights the rapid advancements in AI technology [8]. Group 4: Market Outlook - Analysts from Jianghai Securities and Galaxy Securities express optimism about the future of AI applications, predicting significant growth in the AI market, with expectations of reaching a market size of 3.68 trillion by 2034 [9].