云计算50ETF（516630）午后小幅上涨，机构：坚定看好“光、液冷、国产算力”三条主线

Group 1 - The A-share market showed mixed performance on October 28, with the Shanghai Composite Index briefly surpassing 4000 points, marking the highest level since August 19, 2015 [1] - Key sectors such as lithium battery electrolyte, copper-clad laminates, optical modules, circuit boards, and optical chips remained active [1] - The cloud computing 50 ETF (516630) saw a narrowing of gains in the afternoon, with leading stocks including Taxfriend, Kingsoft Office, Yunsai Zhili, and UFIDA, among which Taxfriend hit the 10% daily limit [1] Group 2 - On October 23, Anthropic announced a partnership with Google to deploy 1 million Google TPU chips for training its AI model Claude, with the expansion plan valued at several billion dollars, aiming for a computational capacity of 1GW by 2026 [1] - Google plans to enhance the efficiency and capacity of TPU chips, using the mature AI accelerator product line (TPUv7 Ironwood) as a foundation [1] - Open Source Securities believes this collaboration will improve the performance of the Claude model and strengthen the partnership between Anthropic and Google, highlighting the cost-effectiveness and versatility of TPU chips [1] Group 3 - The cloud computing 50 ETF (516630) tracks the cloud computing index (930851), which has a high AI computing power content, covering popular concepts such as optical modules & devices, computing power leasing, data centers, AI servers, and liquid cooling [2] - The cloud computing 50 ETF (516630) has the lowest total expense ratio among ETFs tracking this index [2]