Xin Lang Cai Jing·2025-11-19 03:42Core Insights - The computing power sector has seen a resurgence, with the cloud computing ETF Huatai (159273) rising by 1.43% and trading volume exceeding 20 million yuan [1] - Key constituent stocks such as Zhongji Xuchuang and Xinyi Sheng have shown significant gains, indicating strong market interest in the sector [1][2] Market Performance - The cloud computing ETF Huatai closed at 1.281, reflecting a 1.43% increase (0.018) with a trading range between 1.263 and 1.282 [2] - The ETF's trading volume was reported at 19.51 million, with a turnover rate of 1.29% [2] Industry Developments - On November 18, a new guideline for high-standard digital park construction was issued, emphasizing the enhancement of digital infrastructure and computing power resources [3] - Google’s parent company, Alphabet, launched its new AI model Gemini3, which is positioned as the most intelligent and reliable AI system to date, marking a significant advancement in AI capabilities [4] Strategic Collaborations - Saudi AI company Humain plans to collaborate with major firms like Amazon and AMD to establish multiple gigawatt data centers, highlighting the growing demand for AI computing power [5] - The AI computing sector is viewed as a key growth driver in the telecommunications industry, with a focus on the delivery capabilities of leading optical module manufacturers [5] Investment Opportunities - The cloud computing ETF Huatai (159273) is positioned to capture the growth opportunities in AI-driven computing, covering a wide range of sectors including hardware, cloud services, and data center operations [6]