11月18日早盘，A股热点继续分化，操作系统、短剧游戏、AIGC、中文语料库等概念表现活跃，国产 软硬件概念股多股走强，石基信息涨停，数据港、税友股份、紫光股份、润和软件等纷纷冲高。相关 ETF中，截至9点54分，云计算50ETF（516630）涨1.11%，创业板人工智能ETF华夏（159381）涨 0.95%。 创业板人工智能ETF华夏（159381），跟踪创业板人工智能指数（970070.CNI），精准布局创业板人工 智能主业公司。光模块CPO权重占比超54%，同时覆盖国产软件+AI应用企业，具备较高弹性。其中前 三大权重股为中际旭创（24.78%）、新易盛（19.40%）、天孚通信（5.11%）。场内综合费率仅 0.20%，位居同类最低。场外联接（A类：025505；C类：025506）。 云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高，覆盖了光模块&光器 件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF（516630）为跟踪该指数合 计费率最低的ETF。场外联接（A类：019868；C类：019869）。 国海证券表示，此次阿里AI应 ...

Core Viewpoint - The "14th Five-Year Plan" emphasizes original technological innovation, self-reliance in technology, and the integration of technology with industry, setting higher demands for technological development [1] Group 1: Industry Outlook - Artificial intelligence is identified as the core driving force for the development of the computer industry during the "14th Five-Year Plan," with expectations for diverse applications and a simultaneous surge in computing power demand [1] - From a structural perspective, domestic software and hardware, as well as satellite internet, are expected to become significant areas of focus, while quantum technology and fiscal informationization are anticipated to experience sustained growth [1] - The computer industry is viewed positively under the "14th Five-Year Plan," maintaining an "outperform the market" rating [1]