ETF盘中资讯｜英伟达财报提振AI信心，云计算进入涨价周期！大数据ETF（516700）盘中上探2.27%，润泽科技领涨超18%

Core Viewpoint - The strong performance of Nvidia's earnings report alleviates concerns about the overseas AI bubble, leading to increased investment in domestic computing power and AI application sectors, particularly through the Huabao Big Data ETF (516700) [1] Group 1: Market Performance - The Huabao Big Data ETF (516700) saw an intraday increase of 2.27%, currently up by 2%, with nearly 9 million yuan in inflows over the past three days, indicating positive market sentiment towards the big data sector [1] - Key stocks in the ETF include Zhongke Shuguang, iFLYTEK, Unisoc, Inspur Information, and China Software, focusing on data centers, cloud computing, and big data processing [5] Group 2: Stock Performance - Notable stock performances include: - Runze Technology up by 18.56% - Aofei Data up by 11.57% - Yuntian Lihui up by 9.63% - Guanghuan New Network up by 7.16% [2][6] Group 3: Industry Insights - The AI development phase is in a critical acceleration period, with increasing demand for underlying computing power and a growing supply chain for related chips, servers, and switches [3] - Data centers are identified as the core infrastructure for AI, with a high demand in the domestic and international computing power markets driving steady growth in the IDC industry [3] Group 4: ETF Composition - By the end of 2025, the Huabao Big Data ETF's index will have a computing power concept weight of 40.91% and an AI application concept weight of 37.43% [4]