ETF盘中资讯 | 摩尔线程发布新一代GPU架构！大数据ETF华宝（516700）微跌0.5%，机构：AI竞争转向思考链深度与场景渗透

Group 1 - The big data industry ETF (516700) showed weak performance with a decline of 0.52% in intraday trading on December 23 [1] - Key stocks such as Qiming Star, Guotou Intelligent, and Qi Anxin performed strongly with increases of 2.17%, 1.49%, and 0.98% respectively, while Zhongke Star Map, Youkede, and Siwei Tuxin showed weaker performance with declines of 3.06%, 2.57%, and 2.0% respectively [1] Group 2 - Moore Threads released a new generation of full-featured GPU architecture "Huagang" on December 20, supporting full precision computing and launching high-performance AI training and inference chips, with its Kua'e Wanka intelligent computing cluster reaching international mainstream levels in multiple indicators [3] - Alibaba integrated its C-end business to establish the "Qianwen C-end Business Group" on December 15, aiming to develop the Qianwen APP into an AI super application entry point covering multiple intelligent service scenarios [3] - The focus of the global large model is shifting from "fast thinking" to "slow thinking," moving from computing power accumulation to algorithm and training paradigm optimization, with the industry focus transitioning from benchmark testing to real-world task execution [3] Group 3 - The big data industry ETF passively tracks the CSI Big Data Industry Index, heavily investing in sectors such as data centers, cloud computing, and big data processing, with key stocks including Zhongke Shuguang, Keda Xunfei, and Unisplendour [4] - Investors interested in technology self-reliance may focus on three catalytic aspects: the call for "technology to take the lead," the top-level design of digital China to activate digital productivity, and the acceleration of the domestic substitution process [5]