Group 1 - The market experienced fluctuations on December 16, with all three major indices opening lower and declining throughout the day. The CSI Computer Theme Index fell by 1.76%, while the CSI Hong Kong-Shenzhen Cloud Computing Industry Index decreased by 2.41. [1] - Notable performers within the CSI Computer Theme Index included Siwei Tuxin, which rose over 6%, and other companies like Guiding Compass and Hohhot Information, which saw increases of over 1%. [1] - The Computer ETF (159998) recorded a net subscription of 15.6 million units, indicating strong investor interest, while the Tianhong Cloud Computing ETF (517390) experienced a decline. [1] Group 2 - Nvidia released the Nemotron3 family of open-source models, which includes Nano, Super, and Ultra versions, featuring a hybrid Mamba-Transformer architecture. [2] - The Computer ETF tracks the CSI Computer Theme Index, which encompasses both hardware and software sectors, reflecting the overall performance of the computer industry. [2] - The Tianhong Cloud Computing ETF deeply tracks the CSI Hong Kong-Shenzhen Cloud Computing Industry Index, providing access to competitive cloud computing assets across A-shares and Hong Kong markets. [2] Group 3 - According to Ping An Securities, competition in the global large model sector remains intense, driving the widespread adoption of large model applications and sustaining high demand in the AI computing power market. [3] - Leading global cloud service providers (CSPs) are experiencing rapid capital investment growth, which supports the development of the global AI computing power industry. [3] - The trend towards self-controlled AI computing chips in China is becoming a certain future development, driven by favorable policies, strong downstream demand, and significant innovation potential. [3]
英伟达发布Nemotron 3系列开源模型,计算机ETF昨日获净申购1560万份,机构:国产AI算力将高速发展