元宝上线“一句话生视频”，计算机ETF（159998）昨日“吸筹”1440万份，云计算ETF天弘（517390）年内份额增长率超380%

Market Performance - On November 24, the market rebounded with all three major indices closing in the green, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index up 0.37%, and the ChiNext Index up 0.31% [1] ETF Highlights - The Computer ETF (159998) had a trading volume of 105 million yuan and a net subscription of 14.4 million units as of November 24, marking four consecutive trading days of net inflow, totaling over 55.1 million yuan [1] - The Tianhong Cloud Computing ETF (517390) recorded a trading volume of nearly 20 million yuan and a turnover rate of 5.22%, with a year-to-date share growth rate of 380.36% as of November 24 [1] Industry Insights - The Computer ETF tracks the CSI Computer Theme Index, which encompasses both software and hardware sectors, reflecting the overall performance of the computer industry. Key AI application areas include hardware for edge AI, software for C-end overseas markets, B-end enterprise services, and G-end large model privatization deployment [1] - The Tianhong Cloud Computing ETF closely follows the CSI Hong Kong-Shenzhen Cloud Computing Industry Index, providing access to competitive cloud computing core assets across A-shares and Hong Kong stocks [1] AI Industry Developments - Yuanbao announced a new feature allowing users to create videos from a single sentence or a static photo, enhancing user engagement in video creation [2] - The Chongqing Municipal Economic and Information Commission released a plan to accelerate the innovation of the AI terminal industry from 2026 to 2030, focusing on building high-performance computing centers and promoting a collaborative computing network among western cities [2] - According to Shenwan Hongyuan Securities, the global iteration speed of large models is expected to slow down by 2025, with the gap between China and the US narrowing, potentially leading to Chinese models surpassing in some areas by 2026 [2] - Ping An Securities noted that the competition in the global AI large model field remains intense, which will continue to drive the application of large models and boost the AI computing market [2]