计算机ETF（512720）涨超2.2%，大模型能力跃迁或持续催化算力需求

Core Insights - OpenAI's release of the GPT-5.2 series marks a significant advancement in reasoning and specialized knowledge capabilities, achieving human expert levels for the first time, indicating a shift in large model competition from parameter scale to ecological differentiation [1] - The enhancement in reasoning and specialized work capabilities is expected to benefit enterprise-level applications, with recent releases from Google and OpenAI demonstrating that large model capabilities have not yet reached their ceiling, and the demand for computational power continues to grow [1] - The improvements in complex reasoning and planning capabilities of GPT-5.2 are anticipated to transition enterprise AI applications from high-dimensional search engines and text generators to truly autonomous execution [1] - The importance of proprietary data in the industry is increasing, as general models address the question of how to think, while the content of that thinking depends on the data provided by enterprises [1] - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies involved in computer hardware, software, and services from the Shanghai and Shenzhen markets, aiming to reflect the overall performance of the computer industry, including cloud computing, big data, and artificial intelligence [1]