中国AI产业发展态势明朗，云计算ETF天弘(517390)跟踪指数强势涨近2%，计算机ETF(159998)近5日“吸金”超6000万元

Core Insights - The cloud computing ETF Tianhong (517390) has seen significant trading activity, with a transaction volume of 9.2486 million yuan as of December 1, 2025, and a strong increase of 1.95% in the underlying index [1] - Over the past three months, the cloud computing ETF has experienced a growth of 10.7941 million yuan, indicating robust performance [2] - The computer ETF (159998) has also shown strong performance, with a transaction volume of 33.9312 million yuan and a 1.09% increase in its index [2] - The computer ETF has seen a net inflow of 60.0457 million yuan over the last five trading days, with inflows on four out of five days [4] Product Highlights - The cloud computing ETF (517390) is positioned to capture opportunities in AI-driven cloud computing, covering leading companies across the A+H market [5] - The computer ETF (159998) focuses on hard technology sectors, including software, hardware, and cloud computing, aligning with trends in the digital economy and AI development [5] Related Events - The launch of the Torch-MUSAv2.7.0 by Moore Threads enhances AI training capabilities with over 1,050 dedicated operators, showcasing the company's commitment to rapid iteration and ecosystem development [8] - Beijing has released an action plan for the development of "AI + audiovisual" industry models from 2025 to 2029, emphasizing the integration of AI technology with the audiovisual sector [9] Institutional Perspectives - Morgan Stanley highlights the positive demand for AI applications and the rapid rise of domestic computing power, indicating a clear development trend in China's AI sector [10] - CITIC Securities emphasizes the importance of continuous investment in computing infrastructure to support the rapid development of AI large models and applications [11]