Xin Lang Cai Jing·2025-09-16 05:59Group 1 - The core viewpoint of the news is that the cloud computing sector is experiencing a resurgence, with the Huatai Cloud Computing ETF (159273) seeing significant trading activity and net inflows of nearly 300 million CNY over the past 10 days [1] - The ETF's performance showed a slight increase of 0.23% during the trading session, with a peak increase of nearly 2% before retreating [1] - Key stocks within the ETF's index had mixed performances, with notable gains from companies like Huasheng Tiancai and Zhongke Shuguang, while others like Xinyi Sheng and Alibaba experienced declines [1][2] Group 2 - On September 13, Haiguang Information opened its CPU interconnect bus to industry partners, which is expected to address the current fragmentation in domestic computing chip technology and enhance performance [2] - Guotai Haitong Securities highlighted that the opening of the CPU interconnect bus could unify the computing ecosystem and accelerate the development of domestic computing clusters [3] - The core drivers of cloud computing growth are anticipated to be advancements in domestic AI models and self-developed chips, particularly in Q1 2025 and Q3 2025 [4] - Domestic internet cloud companies are seeing accelerated revenue growth in Q2, driven by strong demand for AI-related computing and traditional cloud products [5]