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Group 1 - The Zhongjin Cloud Computing and Big Data Theme Index (930851) has shown a strong increase of 1.04% as of July 25, 2025, with constituent stocks such as Tuolisi (300229) rising by 5.48%, Wanda Information (300168) by 4.96%, and Wanxing Technology (300624) by 4.17% [1] - The Big Data ETF (159739) has increased by 0.98%, marking its third consecutive rise, with the latest price reported at 1.24 yuan [1] - The top ten weighted stocks in the Zhongjin Cloud Computing and Big Data Theme Index, as of June 30, 2025, account for a total of 51.84% of the index, including companies like iFlytek (002230) and Zhongji Xuchuang (300308) [3] Group 2 - CICC's research report suggests that stablecoins have the potential to become a new type of infrastructure, analyzing the incentive compatibility mechanisms of various participants and exploring the potential impact of stablecoins on financial markets and the international monetary system [2] - The report emphasizes that the emergence phase of infrastructure presents significant development opportunities, with the issuance of offshore RMB stablecoins being a priority for China's participation in stablecoin development [2] - The Big Data ETF closely tracks the Zhongjin Cloud Computing and Big Data Theme Index, which selects 50 listed companies involved in cloud computing services, big data services, and related hardware to reflect the overall performance of these sectors [2]

Group 1 - The core viewpoint of the news highlights the growth and performance of the cloud computing and big data sectors, particularly focusing on the rise of the Zhongzheng Cloud Computing and Big Data Theme Index and its constituent stocks [1][2] - As of July 23, 2025, the Zhongzheng Cloud Computing and Big Data Theme Index (930851) increased by 0.33%, with notable gains from stocks such as Tuorisi (300229) up 4.79% and Taxfriend (603171) up 3.66% [1] - The launch of the world's first ink screen smart office device, the iFLYTEK Smart Office Book X5, marks a significant advancement in integrating local large models for AI functionalities, addressing efficiency and privacy concerns in restricted network environments [1][2] Group 2 - According to Zhongyin Securities, overseas capital expenditure remains at a high level, driven by increased demand for high-end AI servers and a new round of capital expenditure growth from major global cloud computing companies [2] - The AI cloud infrastructure construction is expected to continue being a major growth area for internet companies' capital expenditure, with a favorable outlook for the overall industry chain's prosperity through 2025 [2] - The Zhongzheng Cloud Computing and Big Data Theme Index comprises 50 listed companies involved in providing cloud computing services, big data services, and related hardware, reflecting the overall performance of these sectors [2][3]

Group 1 - The core viewpoint of the news highlights the strong performance of the China Securities Cloud Computing and Big Data Theme Index, with significant gains in constituent stocks such as Xinyiseng and Cloud Tianli Fei, indicating a positive trend in the cloud computing and big data sectors [1][2] - As of July 15, 2025, the Big Data ETF has seen a cumulative increase of 5.99% over the past week, ranking it in the top 20% among comparable funds, reflecting strong investor interest in this sector [1][2] - Nvidia's founder Jensen Huang announced that the U.S. has approved Nvidia to sell H20 chips to China, which is expected to positively impact cloud computing services and large model training, as major internet companies are actively purchasing these chips [1] Group 2 - China Galaxy Securities reports a continuous growth in overseas token demand, suggesting a positive feedback loop between AI computing power and applications, and recommends focusing on domestic NV chain-related companies [2] - The Big Data ETF closely tracks the China Securities Cloud Computing and Big Data Theme Index, which includes 50 listed companies involved in cloud computing services, big data services, and related hardware, reflecting the overall performance of these sectors [2] - As of June 30, 2025, the top ten weighted stocks in the China Securities Cloud Computing and Big Data Theme Index account for 51.84% of the index, indicating a concentration of investment in key players like iFlytek and Zhongji Xuchuang [2]

Group 1 - The core viewpoint is that the demand for PCB is recovering, driven by AI and high-speed communication innovations, leading to overall growth in PCB demand [2] - The AI server and switch market for M8 PCB is projected to have a market space of 50-60 billion by 2026, indicating a strong growth potential in the PCB industry [1] - The CSI Cloud Computing and Big Data Theme Index has seen a 0.73% increase, with significant gains in constituent stocks such as Data Harbor (up 8.19%) and Runze Technology (up 5.69%) [1] Group 2 - The CSI Cloud Computing and Big Data Theme Index includes 50 companies involved in cloud computing and big data services, reflecting the overall performance of these sectors [2] - As of June 30, 2025, the top ten weighted stocks in the CSI Cloud Computing and Big Data Theme Index account for 51.84% of the index, highlighting the concentration of performance among leading companies [2] - The domestic PCB manufacturers are gradually enhancing their position in the high-end market due to prior technological accumulation and improved product competitiveness [2]

Group 1 - The core viewpoint of the news highlights the growth and potential of the domestic computing power industry, particularly in the context of the digital economy and AI transformation [2][3] - The China Securities Cloud Computing and Big Data Theme Index (930851) has shown a positive performance, with a 0.57% increase as of July 4, 2025, and notable gains in constituent stocks such as Data Harbor (603881) up 10.02% and Aofei Data (300738) up 6.93% [1] - The establishment of the New Intelligent Computing and Large Model Research Institute in Beijing signifies a collaborative effort among government and enterprises to drive innovation in the digital economy [1] Group 2 - Dongwu Securities reports that domestic accelerator chip architectures and heterogeneous inference solutions have achieved technological breakthroughs, indicating a competitive edge over international counterparts [2] - The daily token consumption for ByteDance's "Doubao" large model reached 16.4 trillion by the end of May, marking a 137-fold increase year-on-year, suggesting significant growth potential in the domestic computing power demand [2] - The top ten weighted stocks in the China Securities Cloud Computing and Big Data Theme Index account for 51.84% of the index, indicating a concentrated investment in key players within the sector [3]

Group 1 - The People's Bank of China announced an increase in the re-lending quota for technological innovation and technological transformation from 500 billion to 800 billion yuan, supporting the implementation of the "two new" policies [1] - The cloud computing 50 ETF (159527) opened high on May 7, 2025, with the CSI Cloud Computing and Big Data Theme Index (930851) rising by 0.76% [1] - Notable increases in component stocks include Zhongke Xingtu (688568) up 5.98%, Hengsheng Electronics (600570) up 2.96%, and Tuolisi (300229) up 2.70% [1] Group 2 - The Digital China Development Report (2024) indicates a steady growth of over 10% in the Digital China Development Index over the past three years, with data production increasing by 25% year-on-year [2] - The total computing power reached 280 EFLOPS, and 5G base stations built totaled 4.251 million, with mobile IoT terminal users reaching 2.656 billion [2] - AI computing power-related companies have shown good performance in their earnings reports, indicating a high level of industry prosperity [2]

Core Insights - The Big Data ETF (159739) has increased by 2.67%, with notable gains in constituent stocks such as Zhongke Xingtou (688568) up 6.61%, Yonyou Network (600588) up 6.51%, and Tuolisi (300229) up 6.46% [1] - The 8th Digital China Construction Summit highlighted the acceleration of China's digital economy, with the core industries' added value expected to account for approximately 10% of GDP in 2024 [1] - The National Data Bureau reported that the total data production reached 41.06 ZB, reflecting a year-on-year growth of 25% [1] - Guotai Junan Securities indicated that the most certain segment in the AI field by 2025 will be AI cloud services and high-quality data, shifting focus from upstream computing power supply to application-based reasoning and computing power demand [1] Industry Overview - The Big Data ETF (159739) closely tracks the CSI Cloud Computing and Big Data Theme Index, which includes 50 listed companies involved in cloud computing services, big data services, and related hardware [1] - As of March 31, 2025, the top ten weighted stocks in the CSI Cloud Computing and Big Data Theme Index (930851) include Keda Xunfei (002230), Kingsoft Office (688111), and Unisplendour (000938), collectively accounting for 47.55% of the index [2]

Group 1 - The big data ETF (159739) has risen by 2.58%, with notable increases in component stocks such as Wanjing Technology (300624) up 8.38%, Shiji Information (002153) up 6.08%, and Tuowei Information (002261) up 5.66% [1] - The National Bureau of Statistics Director Liu Liehong emphasized the continuous advancement of computing power infrastructure and the promotion of a nationwide integrated computing network during the 8th Digital China Construction Summit [1] - Dongwu Securities pointed out that China is gradually achieving cost reduction in computing power and model equality, with data expected to be a key driver for the AI industry in China [1] Group 2 - The CSI Cloud Computing and Big Data Theme Index (930851) has its top ten weighted stocks including iFlytek (002230), Kingsoft Office (688111), and Unisplendour (000938), with these stocks collectively accounting for 47.55% of the index [2] - The big data ETF (159739) closely tracks the CSI Cloud Computing and Big Data Theme Index, which selects 50 listed companies involved in cloud computing services, big data services, and related hardware [1]