ETF盘中资讯 | 阿里超越Meta？通义千问被新加坡官方认可！大数据产业ETF（516700）盘中拉升1.5%,机构：AI应用或迎补涨行情

Group 1 - The big data industry ETF (516700) has shown a significant increase, with an intraday rise of 1.5% and currently up by 0.6%, recovering the 10-day moving average and aiming for a three-day consecutive gain [1] - Key stocks in the ETF include Alibaba concept stock Shiji Information, which hit the daily limit, Inspur Information rising over 6%, and Zhongke Shuguang increasing nearly 3%, along with substantial gains from companies like Deepin Technology and Unisplendour [1][4] Group 2 - Singapore's National Artificial Intelligence Strategy (AISG) is undergoing a major strategic shift, moving from the Meta model to Alibaba's Qwen open-source architecture for its Southeast Asian language model project, indicating a significant expansion of Chinese open-source AI models globally [3] - Shiji Information, a key stock in the ETF, provides hotel information system solutions and has a deep partnership with Alibaba Cloud, highlighting the integration of AI in various sectors [4] - The AI industry chain has experienced a rotation from overseas computing power to domestic computing power and energy since 2025, with AI applications expected to see a rebound in performance due to industry catalysts [4][6] Group 3 - The big data industry ETF passively tracks the CSI Big Data Industry Index, focusing on sectors like data centers, cloud computing, and big data processing, with major holdings in leading companies such as Zhongke Shuguang, iFlytek, and Inspur Information [5] - Investors interested in technology self-reliance should focus on three catalysts: high-level calls for "technology to lead," the activation of digital productivity through top-level design, and the acceleration of domestic substitution processes [6]