算力革命加速落地！超级计算机启动全脑模拟，计算机ETF(159998)半日净申购超1亿份居深市同类第一，连续9日“吸金”7.61亿元

Core Viewpoint - The computer ETF (159998) is experiencing significant trading activity, with a turnover of 10.83% and a transaction volume of 388 million yuan, reflecting a strong market interest in the sector [1]. Group 1: ETF Performance - The computer ETF (159998) has seen a net subscription exceeding 100 million units within half a day, indicating robust investor demand [1]. - As of January 13, the latest scale of the computer ETF reached 3.419 billion yuan, marking a three-month high, with the latest share count at 3.012 billion, also a one-month high [2]. - The computer ETF has recorded continuous net inflows over the past nine days, with a peak single-day net inflow of 302 million yuan, totaling 761 million yuan in net inflows [2]. Group 2: Sector Highlights - The computer ETF tracks the CSI Computer Theme Index, which encompasses both hardware and software sectors, with a weight of nearly 93.22%, providing a comprehensive reflection of the computer industry's overall performance [3]. - The cloud computing ETF (517390) closely follows the CSI Hong Kong-Shenzhen Cloud Computing Industry Index, capturing opportunities in the cloud computing sector, with significant stocks including Alibaba and Tencent [3]. Group 3: Recent Developments - The European E-class supercomputer "Jupiter" has been launched for full brain simulation research, potentially advancing drug development and understanding of brain functions [4]. - A significant milestone in the quantum computing industry has been achieved with the opening of China's first large-scale dedicated quantum computer manufacturing facility, marking a transition from research to standardized mass production [4]. Group 4: Institutional Insights - Huachuang Securities emphasizes the critical role of AI computing power in the current AI industry development, highlighting the urgency for domestic AI computing chip independence amid overseas restrictions [5].