云计算概念股走低，相关ETF跌约3%

Core Viewpoint - Cloud computing stocks have declined, with notable drops in companies such as New Yisheng, which fell over 5%, and others like Zhongji Xuchuang, iFlytek, and Unisplendour, which dropped over 3% [1] Group 1: Market Performance - Cloud computing-related ETFs have also seen a decline, with an approximate drop of 3% [1] - Specific ETF performance includes: - Cloud Computing ETF: 1.883, down 0.063 (-3.24%) - Huaxia Cloud Computing ETF: 1.805, down 0.058 (-3.11%) - GF Cloud Computing ETF: 2.343, down 0.071 (-2.94%) - Penghua Cloud Computing ETF: 1.765, down 0.053 (-2.92%) - E Fund Cloud Computing ETF: 1.861, down 0.054 (-2.82%) [2] Group 2: Future Outlook - Analysts believe that cloud computing, as the infrastructure of the AI era, is expected to benefit from the acceleration of AI applications and the commercialization of AI agents [2] - With the continuous increase in AI application usage, the consumption of cloud resources and the scale effects of cloud vendors are expected to strengthen, potentially leading to a symbiotic growth pattern between "AI models and cloud computing" [2] - Internet cloud vendors are anticipated to have competitive advantages in computing power, models, and applications, with expectations for the internet cloud market share to stabilize and recover [2]