2 1 Shi Ji Jing Ji Bao Dao·2025-09-23 02:34Core Insights - The cloud computing ETF Hu-Gang-Shen (517390) has shown strong performance, with a 1.14% increase and over 10 million yuan in trading volume as of September 23 [1] - The ETF has experienced significant capital inflow, with over 84 million yuan accumulated in the last 10 trading days, indicating strong investor interest [1] - The year-to-date share change rate for the cloud computing ETF is 467.65%, the highest among similar products [2] Group 1: ETF Performance - The cloud computing ETF Hu-Gang-Shen (517390) has seen a strong opening, with key stocks like Kehua Data and Donghua Software rising over 5% [1] - The computer ETF (159998) has faced a decline, dropping over 1% with a trading volume exceeding 40 million yuan [2] - The latest circulating scale of the computer ETF is 3.262 billion yuan, making it the largest among similar products [3] Group 2: Index Tracking and Holdings - The cloud computing ETF closely tracks the CSI Cloud Computing Industry Index, which includes major stocks like Tencent Holdings and Zhongji Xuchuang [3] - The computer ETF tracks the CSI Computer Theme Index, selecting stocks from various IT sectors, including software and hardware [3] Group 3: Industry Developments - The Ministry of Industry and Information Technology and the National Development and Reform Commission have issued guidelines to enhance new information infrastructure, promoting technologies like 5G and cloud computing [4] - Oracle is reportedly negotiating a $20 billion AI cloud computing agreement with Meta, which could increase in total commitment before finalization [4] - Global demand for computing power remains high, with significant contracts being signed, such as Oracle's $455 billion order and Microsoft's $17.4 billion agreement with Nebius [5]