Group 1: Market Performance - The ChiNext Index rose over 2.00%, while the Shanghai Composite Index fell by 0.04% and the Shenzhen Component Index increased by 1.13% [1] - The Cloud Computing ETF (517390) experienced a 1.34% increase, with a net inflow of over 23.66 million yuan over three consecutive days [1] - The Computer ETF (159998) saw a 0.28% rise, with a trading volume exceeding 80 million yuan, making it the top product in its category [1] Group 2: Industry Developments - The AICC2025 Artificial Intelligence Computing Conference focused on AI infrastructure and domestic AI computing system optimization, aiming to promote high-quality development in the AI industry [2] - A comprehensive cooperation agreement was signed between Zhejiang Silicon-based Ark Robotics Co., Ltd. and Alibaba Cloud Computing during the Cloud Habitat Conference [2] Group 3: Technology and Business Models - The value in the computer and software development industry is highly concentrated among upstream core technology suppliers, who enjoy high bargaining power and profit margins due to technological barriers [3] - As technology advances and production scales up, hardware costs are expected to decline, shifting industry value towards software and services [3] - The future business model is anticipated to evolve from hardware to an integrated "hardware + software + ecosystem services" approach, with software platforms and ecosystems creating the most value and profit [3]
2025人工智能计算大会成功举办，云计算ETF沪港深（517390）涨1.34%，计算机ETF（159998）同标的实时成交额第一
2 1 Shi Ji Jing Ji Bao Dao·2025-09-29 03:31