算力租赁概念反复活跃，大数据ETF（515400）早盘震荡走强

Group 1 - The three major indices showed mixed performance, with the Shenzhen index turning positive first. Concepts such as CPO, PCB, and data centers strengthened, while computing power leasing concepts became active again [1] - The Big Data ETF (515400) experienced fluctuations in the morning, rising approximately 1% by 10:24 AM. Notable component stocks included Runze Technology, which rose over 10%, along with Yuntian Lifei, Shuguang Shuchuang, and Aofei Data, all of which saw gains [1] - During the Spring Festival, major model manufacturers like Alibaba, ByteDance, Zhipu, Kimi, Minimax, and Google released new models and products. The usage of OpenClaw's Token surged to about 13% of all Tokens on OpenRouter within just two weeks [1] Group 2 - In a conference call regarding Nvidia's earnings, CEO Jensen Huang mentioned the topic of "space data centers," indicating that while the current economic benefits of space data centers are poor, they are expected to improve in the future [1] - The Big Data ETF (515400) closely tracks the CSI Big Data Industry Index, selecting 50 stocks from the Shanghai and Shenzhen markets that focus on big data storage devices, analysis technology, operation platforms, production, and applications. Investors can also explore investment opportunities through linked funds (Class A 018134; Class C 018135) [1]