云计算50ETF（516630）午后一度涨超1.5%，机构称算力板块依然处于业绩兑现阶段

Group 1 - A-shares indices strengthened collectively on September 24, with notable gains in sectors such as Huawei HiSilicon, storage chips, semiconductors, and photoresist [1] - The cloud computing 50 ETF (516630) rose over 1.5%, with leading stocks including Shenzhou Taiyue, iFlytek, Shiji Information, Kingsoft Office, and Deepin Technology [1] - Galaxy Securities remains optimistic about the computing power sector, highlighting its performance realization phase and moderate valuation levels, expecting continued growth in related areas such as PCB, domestic computing power, IP licensing, and chip inductors in the second half of the year [1] Group 2 - CITIC Securities reported that major internet companies like Alibaba and Tencent will continue to invest in AI infrastructure, with domestic internet-related companies' capital expenditures expected to exceed 500 billion yuan by Q2 2026, with AI servers likely accounting for over half of this investment [1] - The cloud computing 50 ETF (516630) tracks the cloud computing index (930851), which has a high AI computing power content and covers popular concepts such as optical modules, computing power leasing, data centers, AI servers, and liquid cooling [1] - The cloud computing 50 ETF (516630) is noted for having the lowest total fee rate among ETFs tracking this index [1]