>>>> ETF早知道 >>>>> ETF早知道 ETFERN bao WP <<<<< >>>>> FEFA 2025 Aug ETF星知道 28 EFFF 配資 (44) 市场温度计 >>>> ETFEE 2 中长期信号 · 投资看温度 + 7596 · 75% · 75% · 25% · 25% · 25% ETFERS <<<< -1.76% -0.69% -1.43% 上证指数 深证成指 创业板指 注:温度计水银条由对应指数的近十年市盈率分位数表示,总值为100%。数据来源:lFind,截至 2025.8.27,上证指数、深证成指、创业板指的近十年市盈率分位数分别为97.24%,77.89%、35.86% ETFICH EN @ 19 10 4 市场执行 ETFEFRE ceee 短期轮动走向 · 观九宫热力值 +1.66% 0.40% -1.10% 通信 自包含】 8 10 13 -1.25% -3.05% -1.38% 公用事业 计算机 建筑材料 -3.51% -3.86% -3.14% 综合 房地产 美容护理 数据来源:iFind,截至2025.8.27,以申万一悬行业区分,分别列出当日涨幅及 ...

Core Insights - The ongoing U.S. pressure on China's AI industry has led to a significant drop in NVIDIA's market share in China from 95% to 50%, while Huawei's Ascend chip shipments have surged to nearly 400,000 units, indicating a shift towards domestic alternatives in computing power [1] - Global competition for computing power is intensifying, with the U.S. "Gateway to the Stars" initiative proposing a $500 billion investment to build 5-10 supercomputing parks by 2029 [1] - The EU plans to mobilize €200 billion for AI, including a dedicated €20 billion fund for establishing European AI super factories [2] Industry Developments - China has initiated the "East Data West Computing" project, with the Ministry of Commerce emphasizing support for national-level economic development zones' computing infrastructure [2] - The current focus on computing power is shifting towards restructuring, with encouragement for acquisitions in key sectors such as semiconductors, technology, AI, and biomedicine [2] Company Opportunities - Zhejiang Data Culture is highlighted for its restructuring logic, leveraging the Zhejiang Big Data Trading Center to promote a "computing power + data" ecosystem, recently winning a supercomputing center project worth 6 billion yuan [4] - Runxin Technology is pursuing a restructuring strategy by signing an agreement to acquire 100% of Qiyimoer, a leader in high-end computing chip packaging technology [5] - A specific company is planning to establish a 100,000-card GPU computing cluster within two years, has signed a 10-year cooperation agreement with ByteDance for computing and data center services, and recently completed a share acquisition, positioning itself for significant growth [5]