Sou Hu Cai Jing·2026-02-09 06:17Core Viewpoint - The article highlights the significant growth in the AI computing sector, driven by advancements in domestic models and government initiatives aimed at enhancing computing resource efficiency and service levels [3][4]. Group 1: Market Performance - Major indices saw an increase, with AI computing and application sectors leading the gains [1]. - Cloud computing ETFs (159890) and software leader ETFs (159899) both rose over 3% during trading [1]. - Notable stock performances included 360 Technology hitting the daily limit, and Oriental Guoxin rising over 18% [1]. Group 2: Government Initiatives - A recent government notification aims to promote the "1+M+N" national computing interconnection node system, which is expected to enhance the quality of the computing industry and improve the efficiency of public computing resource usage [3]. - The total number of operational computing center racks in the country has increased from 5.2 million to 12.5 million over the past five years, with an annual growth rate of 30% [3]. Group 3: Model Development and Investment - The period leading up to the Spring Festival has seen a surge in the release of domestic AI models, including significant updates from companies like DeepSeek, Alibaba, and Baidu [4]. - ByteDance plans to invest 160 billion yuan in capital expenditures by 2026, while Alibaba is advancing a 3-year plan for 380 billion yuan in AI infrastructure [4]. - The acceleration in model iteration is expected to drive rapid growth in demand for inference-side computing power, with 2026 anticipated to be a pivotal year for domestic super node deployment [5]. Group 4: Industry Outlook - The rapid iteration of domestic models is likely to significantly increase demand for inference-side computing power, benefiting the domestic computing industry [5]. - The cloud computing ETF (159890) tracks major players in the AI infrastructure and application sectors, while the software leader ETF (159899) focuses on key software development companies, both expected to benefit from the ongoing industry trends [5].