今日（2月27日）云计算板块持续走高，重点布局国产算力（IDC、服务器）、国产AI应用领域的大数据ETF（516700）场内涨幅一度上探3.3%，现涨 2.23%，盘中收复5日均线。 | 序号 名称 | | 涨跌幅 ▼ | 两冒图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 云大励长-U | 20.00% | | 计算机 | IT服务II | IT服务Ⅲ | 3966 | 47.61亿 | | 2 | 城地香江 | 10.01% | | 计算机 | IT服务Ⅱ | IT服务Ⅲ | 105亿 | 6.70亿 | | 3 | 拓维信息 | 10.00% | | 计算机 | 软件开发 | 垂直应用软件 | 4601Z | 31.62亿 | | 4 | 云赛智联 | 6.99% | | 计算机 | 软件开发 | 垂直应用软件 | 25512 | 20.26亿 | | 5 | 光环新网 | | 5.74% m | 通信 | 通信服务 | 通信应用增值服务 | ...

Group 1 - The AI industry chain is showing a divergence in trends, with AI software and applications strengthening while previously strong computing power hardware is undergoing adjustments [1] - The domestic computing power demand in China is experiencing exponential growth, with Chinese model vendors leveraging rapid iteration and cost advantages to capture the global market [1] - From February 9 to 15, Chinese models surpassed U.S. models in API call volume for the first time, with 41.2 trillion tokens compared to 29.4 trillion tokens [1] Group 2 - The rapid increase in penetration rates of intelligent applications and the openness of intelligent capabilities are expected to drive non-linear growth in tokens, maintaining rigid capital expenditures [2] - The Huaxia Cloud Computing ETF (516630) focuses on domestic AI software and hardware, with a combined weight of computer software, cloud services, and computer equipment reaching 83.7% [2] - The on-site comprehensive fee rate for the Huaxia Cloud Computing ETF is only 0.20%, the lowest among similar products [2]

今日A股开盘后科技赛道上行，冲高后有所回落。截至9点50分，人工智能AIETF（515070）跌 1.27%，持仓股拓维信息涨停，光环新网、昆仑万维、深信服等个股纷纷上涨。 消息面上，百度发布2025年第四季度及全年财务报告。2025Q4，AI业务收入占到百度一般性业务 收入的43%；2025年百度总营收达到1291亿元人民币，其中AI相关业务营收高达400亿元，数据显示其 AI战略转型成效显著，AI业务已成为公司增长的核心引擎。 银河证券分析指出，国产AI厂商的路线当下仍重点聚焦应用场景和开源生态两大务实抓手。全球 AI资本开支转向务实。 相关产品：人工智能AIETF（515070）、华夏中证人工智能主题ETF联接A（008585）、华夏中证 人工智能主题ETF联接C（008586）。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 人工智能AIETF（515070 ...

Group 1 - The cloud computing sector is experiencing a rise, particularly in domestic computing power (IDC, servers) and AI application areas, with the big data ETF (516700) seeing an intraday increase of 3.3% and currently up 2.23% [1] - Major data center operator Hetzner announced a price increase for all products and services starting April 1 due to significant cost increases in multiple IT sectors, marking the second price hike this month [2][3] - The IDC market in China is projected to reach approximately 430 billion yuan by 2026, surpassing 550 billion yuan by 2028, and reaching 650-680 billion yuan by 2030, with a compound annual growth rate of about 18% [3] Group 2 - The demand for AI computing power is expected to drive growth in cloud computing infrastructure, with companies possessing independent computing capabilities and overseas expansion advantages becoming more prominent [3] - The big data ETF (516700) passively tracks the CSI Big Data Industry Index, focusing on areas such as big data storage devices, analysis technologies, and applications, with key stocks including Inspur Information and China Software [6] - By the end of 2025, the index's weight for computing power concepts is expected to reach 40.91%, while AI application concepts will account for 37.43% [6]

【导读】有色金属股拉涨，算力租赁板块延续强势；恒生科技指数涨超1% 中国基金报记者 张舟 大家好！今天是周五了，来一起关注最新的市场行情和资讯～ 2月27日上午，A股三大指数集体回调。 从市场结构看，半导体、通信设备、电子元器件、软饮料、建材跌幅居前；有色金属板块强势拉升，钨概念股爆发，算力租赁、云计算等板块逆市上涨。 截至午间收盘，沪指报4139.53点，跌0.17%；深证成指跌0.68%，创业板指跌1.46%，科创综指跌0.52%，北证50跌0.74%。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4139.53 | 14405.76 | 1833.62 | | -7.11 -0.17% -98.03 -0.68% -9.58 -0.52% | | | | 万得全A | 创业板指 | 北证50 | | 6900.10 | 3296.23 | 1533.56 | | -14.29 -0.21% -48.76 -1.46% -11.36 -0.74% | | | | 沪深300 | 中证500 | 中证A500 | | 4693.19 | 8573.46 | 59 ...

Market Overview - The A-share market continues to experience slight fluctuations, with the Shanghai Composite Index changing between red and green over 10 times, while the CSI 1000 index has risen for the fourth consecutive day, reaching a nearly 9-year high since April 2017 [1][10] - The market turnover remains stable, with sectors such as rare metals, artificial intelligence, supercritical power generation, and hotel catering showing strong performance, while sectors like glass fiber, communication equipment, consumer electronics, and aviation equipment are underperforming [1][10] Supercritical Power Generation - The supercritical power generation sector has been gaining momentum, with the sector index hitting historical highs for four consecutive days. Companies like Jin Modern and Yunnan Energy have seen rapid stock price increases, with Yunnan Energy achieving a seventh consecutive day of gains [2][12] - Recent developments include the successful operation of the world's first commercial supercritical carbon dioxide power generation unit in Guizhou, and the initiation of construction for a 2×660 MW ultra-supercritical coal-fired power project, which is expected to complete an investment of 2.349 billion yuan by 2026 and generate approximately 6 billion kWh annually [4][12] - The technology is projected to support lower energy consumption and carbon emissions, with installations planned primarily in coal-rich regions like Xinjiang, Shanxi, and Inner Mongolia, potentially transforming coastal provinces with higher environmental standards [5][13] Artificial Intelligence Sector - The artificial intelligence sector is witnessing a strong rally, with significant inflows of capital. The AI sector has attracted over 11.7 billion yuan in net inflows, with companies like Huasheng Tiancai and Yuntian Lifa receiving substantial investments [6][15] - Recent reports indicate that in the second week of February, the usage of Chinese AI models surpassed that of American models for the first time, with a total of 41.2 trillion tokens compared to 29.4 trillion tokens from the U.S. [8][16] - Four out of the top five AI models by usage on the OpenRouter platform are from Chinese companies, contributing to 85.7% of the total usage among the top models [9][16]

消息方面，阿里巴巴旗下个人AI助手"千问"今年将面向全球市场推出多款不同形态的AI硬件产品。千问 将在西班牙巴塞罗那举行的2026年世界移动通信大会（MWC）上发布首款同名AI眼镜，并于3月2日开 启线上线下全渠道预约。据阿里内部人士透露，除AI眼镜之外，千问还会在年内陆续发布AI指环、AI 耳机等产品，并面向全球市场发售。 软件ETF(159852)跟踪中证软件服务指数，是掘金计算机软件行业的便利工具。 此外，2月，Anthropic正式推出AI驱动的安全工具ClaudeCodeSecurity，可像资深安全工程师一样理清代 码组件交互与数据流动，识别业务逻辑缺陷、访问控制失效等复杂漏洞，并通过多阶段验证过滤误报。 华鑫证券指出，该工具标志着AI已从辅助开发工具升级为嵌入核心研发流程的生产力基础设施，其对 代码语义、业务上下文与安全策略的联合建模能力，正推动软件开发范式向"AI原生"演进，具备行业 Know-how与私有化部署能力的软件服务商有望率先受益。 2026年2月27日早盘，截至10:46，中证软件服务指数强势上涨1.87%，成分股云天励飞上涨13.77%，拓 维信息上涨10.00%，润和软件上涨6 ...

2月27日，国产算力链强势崛起，云计算ETF（159890）开盘拉升涨超1%、目前涨0.74%，成份股表现活跃；拓维信息强势封涨停板，云天励飞大涨13%， 网宿科技、润和软件涨超6%，拓尔思、光环新网、汉得信息、中国软件等多股跟涨。 资金面热度持续攀升。据Wind Level2实时行情结合均价预估，截至发稿，云计算ETF（159890）盘中净流入超6600万元，近5日累计获净申购约5890万元， 规模累破前高。 分析认为，此次V4以国产芯片为基准原生适配，标志着国产算力产业链从过去的"可用"正式走向"规模商用"，有望扭转国产芯片"有算力无生态"的困境，国 产算力逻辑被彻底强化。 该指数前十大重仓包括科大讯飞、金山办公、中际旭创、新易盛、浪潮信息、中科曙光、紫光股份、恒生电子、润泽科技、拓维信息等软硬件龙头，有望充 分受益于AI新基建浪潮。 | | 1.898 +0.014 +0.74% | | | 云计算ETF . | | | --- | --- | --- | --- | --- | --- | | | SZSE CNY 10:12:42 交易中 查看L2全景 | | | 10 | | | | 净值走势 | ...

今日A股开盘后，人工智能AIETF（515070）震荡为主。截至10点06分，人工智能AIETF （515070）跌1.17%，持仓股拓维信息涨停，芯原股份、光环新网、昆仑万维等涨幅居前。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 2月26日，联想智库发布《2026企业AI十大趋势》，报告揭示了AI产业在2026年的关键演进方向， 包括商业模式变革、算力与效能革命、物理AI落地、治理与需求、国产与开源等。报告指出，企业级 AI已进入价值创造的跨越期，如何将AI与业务战略、组织架构及产业生态深度协同，将成为未来一年 企业竞争的核心命题。 中信建投认为，AI大模型仍在持续迭代升级，竞争远未结束，大模型的商业变现路径畅通，正在 从"低价/免费圈地"阶段走向"为高质量付费"阶段，且带动的算力需求非常旺盛，建议关注AI应用板 块，特别是端侧AI Agent的进展。 人工智 ...

南方中证500ETF（510500）基金经理为罗文杰。 数据显示，南方基金旗下1只基金位居光环新网十大流通股东。南方中证500ETF（510500）三季度减持 61.71万股，持有股数2133.57万股，占流通股的比例为1.19%。根据测算，今日浮盈赚取约1877.54万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益14.65%，同类 排名620/5574；近一年收益43.89%，同类排名1030/4326；成立以来收益188.52%。 2月27日，光环新网涨5.32%，截至发稿，报17.43元/股，成交18.09亿元，换手率5.98%，总市值313.32 亿元。 资料显示，北京光环新网科技股份有限公司位于北京市东城区东中街9号东环广场A座三层，成立日期 1999年1月27日，上市日期2014年1月29日，公司主营业务涉及互联网数据中心业务(IDC及其增值服务) 及云计算业务。主营业务收入构成为：云计算及相关服务69.17%，IDC及其增值服务28.83%，其他 1.40%，互联网宽带接入服务0.59%。 从光环新网十大流通股东角度 截至发稿，罗文 ...