大数据ETF紧密跟踪中证云计算与大数据主题指数，中证云计算与大数据主题指数选取50只业务涉及提 供云计算服务、大数据服务以及上述服务相关硬件设备的上市公司证券作为指数样本，以反映云计算与 大数据主题上市公司证券的整体表现。 数据显示，截至2025年6月30日，中证云计算与大数据主题指数(930851)前十大权重股分别为科大讯飞 (002230)、中际旭创(300308)、新易盛(300502)、中科曙光(603019)、金山办公(688111)、浪潮信息 (000977)、恒生电子(600570)、紫光股份(000938)、润和软件(300339)、润泽科技(300442)，前十大权重 股合计占比51.84%。 大数据ETF(159739)，场外联接A：021090；联接C：021091；联接I：022882。 截至2025年7月16日 10:08，中证云计算与大数据主题指数(930851)强势上涨1.68%，成分股新易盛 (300502)上涨12.90%，云天励飞(688343)上涨5.35%，税友股份(603171)上涨4.34%，中国长城(000066)， 中际旭创(300308)等个股跟涨。大数据ET ...

Group 1 - Google is set to significantly reduce the prices of its cloud computing services for the U.S. government amid pressure from the Trump administration to lower long-term high-profit contract prices [1] - This agreement follows Oracle's recent deal with the government, where Oracle agreed to provide a 75% discount on certain software contracts and substantial discounts on broader cloud computing contracts [1] - A senior official from the U.S. General Services Administration (GSA) indicated that Google's cloud service contracts are likely to reach a similar agreement soon, with negotiations expected to conclude in a few weeks [1] Group 2 - Microsoft’s Azure and Amazon’s AWS are also anticipated to offer similar discounts, although negotiations for these companies are progressing more slowly compared to Google [1]

Group 1 - The Shanghai Composite Index increased by 0.21%, while the CSI 300 Computer Index reported 1295.05 points [1] - The CSI 300 Computer Index has risen by 0.06% in the past month, declined by 17.54% over the past three months, and decreased by 2.43% year-to-date [1] - The CSI 300 Index categorizes its 300 sample stocks into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [1] Group 2 - The CSI 300 Computer Index holdings are composed of 57.28% from the Shanghai Stock Exchange and 42.72% from the Shenzhen Stock Exchange [1] - Within the CSI 300 Computer Index, the allocation is 56.61% for general software, 35.22% for industry application software, and 8.16% for cloud computing services [1] Group 3 - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, but can change with temporary adjustments due to special events affecting sample companies [2] - Companies that are delisted or undergo mergers, acquisitions, or splits will be handled according to calculation and maintenance guidelines [2]

19 分钟的发布会，9% 的股价跌幅。 文丨李梓楠 制图丨黄帧昕 编辑丨黄俊杰 程曼祺 推迟 53 分钟后，万众瞩目的特斯拉 "We, Robot" 发布会只开了 19 分钟，马斯克在洛杉矶的环球影城展示了两款车、一个模糊而可疑的时间表，随后进入机器 人唱歌倒酒的全场聚会。 发布会后第二天，特斯拉盘中股价下跌超 9%。如果按照此前的 "马斯克" 式爽文剧本，这不是结束：提出一个不切实际的想法→给出一个激进时间表→苦苦挣 扎、多次延迟、陷入绝望→最后绝地反击。 以往哪怕常常迟到几年，马斯克总能兑现一个个看似不可能完成的任务：量产 Model 3、让火箭可回收、推出接近 "人类表现" 的 FSD 都经历了类似的转折。 这一次，无人驾驶车、人形机器人的实现难度完全在另一个级别。 我们补充了过去几年马斯克在机器人、无人驾驶项目的进展信息，仿照他的口吻，写下一份 "商业计划书"（BP）——一般 BP 会有更多数据佐证论点，不过 马斯克目前透露信息量实在有点少，我们采取了更 "简约" 的风格。 我们也给出了另一面的事实和更多讨论，以呈现马斯克的宏愿与当下现实间的沟壑。 交通已成为现代社会一个显而易见的问题。很多居住在洛杉 ...