扎克伯格：Meta算力需求超预期！计算机ETF（159998）逆势涨近1%，机构建议关注国产算力与软件共振

Group 1 - The three major indices opened lower, with mixed performance in the computer and electronics sectors. The Computer ETF (159998) rose nearly 1%, while the Chip ETF Tianhong (159310) fell over 2% [1] - The Computer ETF (159998) focuses on the hard technology industry, covering multiple segments in software and hardware, and aligns with trends in digital economy and AI development. As of October 30, its latest scale was 2.72 billion, ranking first among similar ETFs in the market [1] - The Chip ETF Tianhong (159310) tracks the CSI Chip Industry Index, with major holdings including SMIC, Northern Huachuang, and Cambrian [1] Group 2 - Beijing has issued opinions to support mergers and acquisitions, encouraging companies to focus on strategic emerging industries such as AI, integrated circuits, and new energy, aiming to enhance the quality of listed companies [2] - Meta's CEO Mark Zuckerberg indicated that the demand for computing power continues to exceed expectations, suggesting that increased capacity could lead to higher profits [2] - The current phase of AI is characterized by a three-dimensional resonance of policy, technology, and demand, with domestic chip and cloud computing leaders gradually validating their performance [2] Group 3 - Attention is drawn to the synergy between domestic computing power and software, as the trend towards domestic hardware and software is expected to foster a self-reliant technological ecosystem [3]