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光模块CPO概念再度活跃,中际旭创大涨,云计算50ETF(516630)涨超2%
Mei Ri Jing Ji Xin Wen· 2025-07-31 03:25
Group 1 - The three major indices opened mixed on July 31, with the Shanghai Composite Index down 0.3%, the Shenzhen Component Index up 0.05%, and the ChiNext Index up 0.65% [1] - CPO optical modules, ChatGPT, and liquid cooling servers led the market, with the Cloud Computing 50 ETF (516630) rising over 2% [1] - Nvidia's stock reached a new all-time high, with a market capitalization exceeding $4.37 trillion and a trading volume of $29.911 billion [1] Group 2 - Nvidia's recent stock surge is expected to benefit the domestic computing power industry chain due to overseas mapping logic [2] - The Cloud Computing 50 ETF (516630) tracks an index with a high AI computing power content, covering popular concepts such as optical modules, computing power leasing, data centers, AI servers, and liquid cooling [2] - The Cloud Computing 50 ETF (516630) has the lowest total fee rate for tracking this index [2]
CPO光模块概念再度活跃,新易盛、中际旭创大涨带动云计算50ETF(516630)上扬
Mei Ri Jing Ji Xin Wen· 2025-06-04 03:30
Group 1 - A-shares are led by sectors such as comprehensive, communication, non-ferrous metals, and textile apparel, with active concept indices including optical modules, rare earth permanent magnets, and lithium iron phosphate batteries [1] - The cloud computing 50 ETF (516630) rose over 1%, with top-performing stocks including Xinyiseng, Zhongji Xuchuang, Runze Technology, and Kehua Data, where Xinyiseng increased by over 5% [1] - The Xinchuang ETF (562570) saw a slight increase, with leading stocks including Nasda, Foxit Software, and Kingsoft Office, reflecting strong capital inflow [1] Group 2 - Guosen Securities reports that global internet cloud companies are increasing AI investments, with short-term tariff disturbances not affecting the ongoing prosperity of the global AI industry [1] - The report emphasizes the importance of computing power facilities, recommending attention to optical devices and modules, as well as satellite internet developments in commercial aerospace [1] - From a medium to long-term perspective, the three major telecom operators are operating steadily with increasing dividend ratios, highlighting the value of high dividends and suggesting long-term allocation in these operators [1] Group 3 - Xinchuang ETF (562570) is closely related to the strategic restructuring of Haiguang Information and Zhongke Shuguang, with these companies being the largest and eighth largest weight stocks in the index, collectively accounting for over 10% [2] - The cloud computing 50 ETF (516630) tracks an index with a high AI computing power content, covering sectors such as optical modules, computing leasing (IDC), data storage, servers, and liquid cooling [2] - As of May 30, Zhongke Shuguang is the sixth largest weight stock in the cloud computing index, with a weight of 4.32%, making the cloud computing 50 ETF the largest ETF tracking this index with the lowest fee rate [2]