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算力板块催化不断,云计算50ETF(516630)涨超2%
Xin Lang Cai Jing·2025-10-09 05:46

Core Insights - A-shares continued to rise with all three major indices increasing, driven by strong performance in gold stocks, controllable nuclear fusion concepts, and the semiconductor industry chain [1] - The cloud computing 50 ETF (516630) rose over 2%, with top-performing holdings including Keda Xunfei, Wanjing Technology, Shiji Information, Yonyou Network, Zhongke Shuguang, and Inspur Information [1] - The computing power sector is experiencing significant catalysts, with Huawei's Ascend announcing support for Alibaba's Qwen3-VL-30B-A3B, indicating a positive outlook for domestic computing power [1] - The Ministry of Industry and Information Technology and the National Standardization Administration released guidelines for cloud computing standardization, aiming to establish over 30 new national and industry standards by 2027 [1] - OpenAI's recent developments, including the release of the Sora2 video generation model and a milestone partnership with AMD, signify a new phase in the AI industry characterized by collaborative evolution between content and computing power [1] Industry Trends - AI technology narratives are strengthening, with accelerated investment in AI computing infrastructure [2] - The A-share technology sector remains a clear structural focus, with expectations for high activity in the TMT sector post-holiday, particularly in storage chips, wafer fabs, domestic computing power, and energy storage [2] - The cloud computing 50 ETF (516630) tracks an index with a high AI computing power content, covering popular computing concepts such as optical modules, computing leasing, data centers, AI servers, and liquid cooling [2]