11月业绩真空期，机构喊话加仓计算机板块！云计算ETF天弘（517390）近两周回调超7%

Group 1 - The technology sector experienced a pullback on November 11, with the Computer ETF (159998) declining by 1.61%, while storage leader Jiangbolong saw a rise of over 6% [1] - From October 28 to November 11, the Cloud Computing ETF Tianhong (517390) has retraced over 7%, and the Computer ETF (159998) has dropped more than 5% since October 30 [1] - Overall, the computer industry reported revenue growth of 5.04%, net profit growth of 27.31%, and non-recurring profit growth of 25.96% for the third quarter, confirming a performance recovery trend this year [1] Group 2 - The Cloud Computing ETF Tianhong (517390) tracks the CSI Hong Kong-Shenzhen Cloud Computing Industry Index, providing access to competitive cloud computing assets across A-shares and Hong Kong stocks [2] - A research team from the Chinese Academy of Sciences has made significant progress in neutral atom quantum computing, proposing a new architecture that addresses challenges in achieving high parallelism, speed, and stability [2] - The National Development and Reform Commission and other departments have issued a plan to promote the application of technologies like IoT, cloud computing, big data, AI, and blockchain in the logistics sector [2]