全面推进人工智能赋能应用！计算机ETF（159998）标的指数盘中涨超2%，同标的规模第一

Group 1 - The Shanghai stock market showed narrow fluctuations while the Shenzhen market experienced upward movement, with the computer sector rising significantly [1] - The Computer ETF (159998) saw a 2.23% increase during intraday trading, with a transaction volume of 46.316 million yuan, and several component stocks, including Xiechuang Data and Wangsu Technology, rose over 5% [1] - The Computer ETF (159998) has attracted a net inflow of 281 million yuan over the last 30 trading days, making it the largest fund in its category with a total size of 2.806 billion yuan as of February 11, 2026 [1] Group 2 - The State Council recently emphasized the need to advance AI technology innovation and application, while the Ministry of Industry and Information Technology and other departments released opinions to enhance the support capacity of the information and communication industry for low-altitude infrastructure development [2] - Reports indicate that overseas cloud service providers are significantly increasing capital expenditures and adjusting cloud service prices, reflecting a sustained high demand for global AI computing power [2] - According to招商证券, the AI arms race is intensifying, with major tech giants like Microsoft and Google continuing to increase capital investments, suggesting that investors should focus on high-barrier software and cloud service sectors that are likely to remain competitive amid the AI wave [2]