Sou Hu Cai Jing·2025-09-12 06:16Group 1 - Cloud computing ETF Huatai (159273) has seen significant inflows, with a total of over 1.2 billion yuan accumulated in 27 days, leading to a current scale exceeding 1.8 billion yuan, making it a leader among similar products [1][2] - Alibaba's latest initiative, the "Gao De Street Ranking," aims to encourage consumer spending with over 1 billion yuan in subsidies, attracting over 40 million users on its first day [1][4] - The AI computing infrastructure is experiencing rapid growth, with the demand for 800G modules increasing and the industry maintaining a high level of prosperity [4][5] Group 2 - Major stocks within the cloud computing ETF, such as Alibaba and Tencent, have shown positive performance, with Alibaba rising over 5% and Tencent over 2% [2][3] - The overall cloud computing market in China is projected to reach 828.8 billion yuan in 2024, reflecting a growth rate of 34.4% compared to the previous year [6][7] - Oracle's future contract revenue is expected to increase by 317 billion dollars, indicating a sustained demand for AI computing infrastructure globally [5][6]