GEO引领AI应用板块狂飙！计算机ETF（159998）标的指数涨超4%，9连“吸金”超7亿，云计算ETF天弘(517390)标的指数涨2.67%

Group 1 - The AI application sector continues to strengthen, with notable stock performances from companies like Zhejiang Wenhui, Shiji Information, and Guangyun Technology, contributing to significant increases in related ETFs [1] - The largest computer industry-themed ETF, Computer ETF (159998), has seen a net inflow of 761 million yuan over nine consecutive days, indicating strong investor interest [1] - The top ten holdings of the Computer ETF include industry leaders such as Hikvision and iFLYTEK, which are well-positioned to capture growth in AI applications and cloud computing [1] Group 2 - The computer industry is expected to reach a turning point by the second half of 2025, with Q3 software revenue reported at 176.52 billion yuan, reflecting a 1.61% increase, and a net profit of 377 million yuan, up 244.56% [2] - Software-defined computing is crucial for determining the cost curve and capability ceiling of AI applications, with performance improvements expected to precede application deployment [2] - AI technology is evolving, with marketing and animated content becoming key commercial applications, particularly through generative search (GEO) [2] Group 3 - 2026 is projected to be a pivotal year for AI applications transitioning from "technology validation" to "commercial promotion" [3] - The Cloud Computing Tianhong ETF (517390) closely tracks the CSI Hong Kong-Shenzhen Cloud Computing Industry Index, capturing opportunities in the cloud computing sector with significant representation from major players like Alibaba and Tencent [3]