Group 1 - A-shares indices rose, with the Shanghai Composite Index surpassing 4000 points, led by sectors such as electric equipment, non-ferrous metals, and coal, while banking and food & beverage sectors lagged [1] - Concept sectors like photovoltaic inverters, rare metals, and new energy vehicles remained active in the afternoon trading session [1] - Nvidia's CEO announced significant technological breakthroughs in 6G, AI, quantum computing, and robotics, with plans to ship 20 million graphics processors and a projected business scale of $500 billion over the next six quarters [1] Group 2 - Tianfeng Securities highlighted the resilience of the overseas computing power industry chain, unaffected by DeepSeek and trade frictions, and remains optimistic about investment opportunities in the AI sector and AIDC industry chain [2] - The Cloud Computing 50 ETF (516630) tracks an index with a high AI computing power content, covering popular concepts such as data centers and AI servers, and is noted for its low fee structure [2]
云计算50ETF（516630）再度翻红，机构：海外算力产业链高景气度依旧
Mei Ri Jing Ji Xin Wen·2025-10-29 10:15