Market Performance - The Shenzhen Component Index and ChiNext Index both opened low but rose significantly, with the ChiNext Index increasing by over 3% at one point. By the end of trading, the Shanghai Composite Index fell by 0.15%, while the Shenzhen Component Index rose by 1.02% and the ChiNext Index rose by 2.14% [1] ETF Activity - The Computer ETF (159998) recorded a trading volume of nearly 90 million yuan and a turnover rate of 3.51%. It saw a net subscription of 18 million units the previous day, marking six consecutive trading days of net inflow, totaling nearly 85 million yuan [2] - The Cloud Computing ETF Tianhong (517390) continued its rebound, marking three consecutive days of increase [2] Industry Insights - According to Shenwan Hongyuan Securities, domestic models are seeking a better balance between performance, efficiency, and cost, accelerating commercialization. The software industry is entering an optimal layout period, with companies seeing AI revenue exceeding 10% [3] - According to China Merchants Securities, AI technology has become a core driving force in the computer and software development industry. The deep penetration of AI in cloud computing, computing power, and software applications is continuously reshaping the industry landscape and creating new growth momentum [3] AI Developments - Huawei's Executive Director Yu Chengdong announced that the number of terminal devices equipped with HarmonyOS 5 and HarmonyOS 6 has exceeded 27 million [2] - Alibaba's AI assistant Qianwen App surpassed 10 million downloads within a week of its public testing, becoming the fastest-growing AI application [2]
搭载鸿蒙5/6的设备数突破2700万，计算机ETF（159998）昨日获净申购超1800万份，连续6日“吸金”
2 1 Shi Ji Jing Ji Bao Dao·2025-11-27 01:34