算力赛道再迎政策东风！云计算50ETF（516630）涨近2%，宝信软件强势涨停

Core Insights - The AI sector showed mixed performance on January 8, with the Cloud Computing 50 ETF rising by 1.89%, while the AI ETF and 5G Communication ETF experienced slight declines [1] - The Ministry of Industry and Information Technology released an action plan to enhance the integration of industrial internet and AI, focusing on improving computing power supply and promoting the application of intelligent computing in the industrial sector [1] - Guotai Junan Securities predicts a significant increase in the proportion of domestic AI chip products in the AI computing power procurement plans of domestic tech companies by 2026 [1] Group 1: Market Performance - The Cloud Computing 50 ETF (516630) saw a substantial increase of 1.89%, with an intraday peak exceeding 2% [1] - The AI ETF (159381) on the ChiNext board fell by 0.26%, while the 5G Communication ETF (515050) declined by 0.81% [1] - Notable declines were observed in previously popular stocks such as Changxin Bochuang, Zhongji Xuchuang, and Zhongci Electronics [1] Group 2: Policy and Industry Developments - The action plan from the Ministry aims to accelerate the integration of industrial internet with computing centers, encouraging public computing service providers to support industrial enterprises [1] - The plan emphasizes the construction of a national integrated computing network and the promotion of intelligent cloud services in the industrial sector [1] - The initiative aims to enhance the efficiency and capability of industrial intelligent computing supply [1] Group 3: Future Projections - Guotai Junan Securities anticipates a significant rise in the share of domestic AI chips in the procurement plans of tech companies by 2026 [1] - Domestic computing power manufacturers are accelerating the development of super-node AI computing clusters, with server manufacturers expected to launch super-node products by 2025 [1] - The shift towards super-nodes, which have a higher proportion of switching devices and software compared to traditional servers, is expected to improve the profitability of domestic server manufacturers [1] Group 4: ETF Details - The ChiNext AI ETF (159381) tracks the ChiNext AI Index and has a significant weight in optical modules, covering domestic software and AI application companies [2] - The 5G Communication ETF (515050) focuses on the 5G communication theme index, with major holdings in companies like Nvidia, Apple, and Huawei [2] - The Cloud Computing 50 ETF (516630) tracks a cloud computing index with a high AI computing power content, covering various sectors including data centers and AI servers [2]