半导体芯片板块震荡走强，截至午间收盘，中证芯片产业指数上涨2.5%，中证半导体材料设备主题指数上涨1.3%，中证云计算与大数据主题指数上涨 0.1%，半导体设备ETF易方达（159558）半日获超7000万份净申购。 每日经济新闻 （责任编辑：董萍萍 ） | 云计算ETF (No.1 | | | 516 | | --- | --- | --- | --- | | 跟踪中证云计算与大数据主题指数 | | | | | | | | · ///// | | 该指数由50只业务涉及提 | 截至午间收盘 | 该指数 | 该指数自20 | | 供云计算服务、大数据服务 | 该指数涨跌 | 滚动市销率 | 发布以来估值 | | 以及上述服务相关硬件设备 | | | | | 的公司股票组成,覆盖云计 算产业链。 | 0.1% | 5.0倍 | 99.79 | | 芯片ETF易方达 | | | 516 | | 跟踪中证芯片产业指数 | | | | | | | | ·· | | 该指数由50只业务涉及芯 | | | | | 片设计、制造、封装与测 | 截至午间收盘 | 该指数 | 该指数自20 | | 试以及半导体材料、半导 | ...

截至2025年9月25日 10:35，中证云计算与大数据主题指数(930851)强势上涨4.42%，成分股浪潮信息 (000977)上涨9.99%，用友网络(600588)上涨9.98%，新易盛(300502)上涨7.99%，万兴科技(300624)，拓 尔思(300229)等个股跟涨。大数据ETF(159739)上涨4.26%，最新价报1.66元。 消息面上，算力硬件股盘中回暖，浪潮信息涨停，创出历史新高，总市值突破1100亿。消息面上，9月 24日，阿里巴巴在云栖大会上表示，目前正积极推进3800亿的AI基础设施建设，并计划追加更大的投 入。 开源证券指出，产品层面，以寒武纪、海光信息、芯原股份为代表的国产AI芯片厂商及百度、阿里、 华为等国内大厂产品性能快速提升，逐渐替代国外产品。生态层面，国产厂商也在尝试构建自主生态， 推动产业链协同发展，高度看好国产算力投资机会。 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 ...

中新网北京9月16日电 (记者刘育英)在16日举行的"2025(第五届)数字化转型发展大会"上，中国信通院发 布"2025政企数智化转型十大关键词"，企业级AI+、智能体应用、企业数据价值化等入选。 大会由中国通信标准化协会主办，中国信息通信研究院承办，中国通信企业协会支持，在北京召开。 栗蔚还表示，本次发布的"十大关键词"涵盖了政企推动数智化转型工作的诸多方面，一定程度上反映了 当下产业各方的关注重点和未来发展方向。 在企业级AI+方面，栗蔚认为，落实"AI+"行动已成为各行业企业实现生产力革命性跃迁、提升生产经 营能力、探索全新商业模式的重要举措。从企业级AI应用整体发展上看，当前，各行业企业在智能问 答、文本写作、智能巡检、代码生成等环节逐步实现"AI+场景"创新，驱动人工智能从领域应用迈向深 化进阶。(完) （文章来源：中国新闻网） 十大关键词分别是："十五五"数字化规划、架构与流程治理、企业级AI+、企业数据价值化、信创生态 化攻坚、AI应用研发、智能体应用、政务数智治理、城市全域数字化转型、数智化成熟度。 中国信通院云计算与大数据研究所副所长栗蔚表示，当前，能源、通信、交通等行业诸多央企已通过建 ...

Core Insights - The report released by the China Academy of Information and Communications Technology highlights the comprehensive advancement of computing power infrastructure driven by continuous capital investment, accelerated talent cultivation, and enhanced power support [1] - The demand for computing power is expanding due to the surge in data volume and the deep application of technology, leading to a significant positive spillover effect on GDP growth [1] Group 1 - The construction of computing power infrastructure is progressing steadily, with improvements in supply capacity and optimization of supply structure [1] - The innovative transformation of service methods is also a key aspect of the computing power economy's development [1] - Empirical research indicates that a 1% increase in computing power scale can lead to an average GDP increase of 0.426‰ [1]

Group 1: Cloud Computing Index - The index focuses on the cloud computing industry, covering various computing devices and services related to cloud computing, big data services, and related hardware stocks [4] - As of the midday close, the index experienced a change of 2.1% [4] - The rolling price-to-sales ratio of the index is 4.5 times, with a valuation of 98.39 since its launch [4] Group 2: Innovative Drug ETF - The ETF tracks the Hang Seng Hong Kong Stock Connect Innovative Drug Index, focusing on the innovative drug industry [5] - As of the midday close, the index saw an increase of 3.7% [5] - The rolling price-to-earnings ratio is 57.7 times, reflecting the valuation since its launch in July 2023 [5] Group 3: New Energy ETF - The ETF follows the CSI New Energy Index, encompassing the new energy industry chain, including lithium batteries, photovoltaics, wind power, hydropower, and nuclear power [5] - The index recorded a rise of 5.0% as of the midday close [5] - The rolling price-to-sales ratio stands at 47.3 times, with a significant valuation increase of 79.1% since its inception [5]

Group 1 - The core viewpoint of the news highlights the strong performance of the cloud computing and big data sector, with the CSI Cloud Computing and Big Data Theme Index rising by 3.50% as of September 1, 2025, and significant gains in constituent stocks such as Data Harbor (up 9.99%) and Zhongji Xuchuang (up 8.56%) [1] - Alibaba's Q2 2025 earnings report shows its cloud business revenue reached 33.398 billion yuan, a year-on-year increase of 26%, with AI-related revenue continuing to grow at triple-digit rates, contributing over 20% to external commercialization revenue [1] - Alibaba's capital expenditure for Q2 2025 was 38.6 billion yuan, marking a year-on-year increase of 220% and a quarter-on-quarter increase of 57.1%, setting a new record for quarterly spending [1] Group 2 - The CSI Cloud Computing and Big Data Theme Index consists of 50 listed companies involved in providing cloud computing services, big data services, and related hardware, reflecting the overall performance of these sectors [2] - As of August 29, 2025, the top ten weighted stocks in the CSI Cloud Computing and Big Data Theme Index accounted for 58.15% of the index, with companies like Xinyi Sheng and Zhongji Xuchuang among the leaders [2]

Core Insights - The company reported a revenue of 165 million yuan for the first half of 2025, representing a year-on-year growth of 7.21%, while the net profit loss narrowed by 9.25 million yuan, an increase of 36.91%, indicating significant improvement in profitability [2] - The demand for intelligent computing is experiencing explosive growth, with China's intelligent computing scale expected to grow by over 40% this year, driven by applications in various fields such as generative models, autonomous driving, and smart cities [2] - The company is strategically focused on building a comprehensive domestic AI computing infrastructure through deep collaboration with Jiangyuan Technology in the AI chip sector, aiming for breakthroughs in technology through a "hardware + software" integration approach [3] Company Developments - The company announced the upcoming launch of the new generation of its AI integrated machine (PYD20 series), which features the Jiangyuan D20 board card with a single card computing power of 320 TOPS and a total memory capacity of 4 terabytes, doubling the computing power and quadrupling the memory capacity compared to the previous PYD10 model [3][4] - The PYD20 series is the first domestically produced AI inference product with a dual-chip architecture, achieving full-stack domestic adaptation from CPU chips to operating systems, supporting localized deployment for enterprise-level AI applications [4] - The company has also made strategic investments in domestic chip manufacturers to enhance its layout in domestic inference chips and integrated sensing chips, while collaborating with universities to establish joint research centers for model optimization and chip technology [4] Future Outlook - The company launched the Bingo AIInfra intelligent computing scheduling platform, designed for enterprises, which offers advanced GPU resource management capabilities to ensure efficient support for AI computing tasks under varying loads [5][6] - Looking ahead, the company aims to continue its core strategy centered on the "cloud data foundation platform," focusing on a dual-driven approach of "vertical field AI + domestic computing ecology" to build a diversified business system covering full-stack cloud services and domestic computing ecosystems [6]

Core Viewpoint - The launch of "Guoxin Stock Market Assistant" by Guoxin Securities in collaboration with Volcano Engine aims to enhance investors' ability to navigate the stock market through intelligent analysis and quick access to information [1][3]. Group 1: Product Features - "Guoxin Stock Market Assistant" is designed as a "thinking investment assistant" that utilizes the capabilities of Volcano Engine's Doubao model and intelligent platform [3]. - The assistant incorporates insights from the top 10% of investment advisors among over 3,000, creating a professional research and investment thinking chain [3]. - It features a dual-mode of "quick response" and "deep thinking," allowing it to provide fast, accurate answers for common inquiries and in-depth analysis for complex issues [3]. Group 2: Market Impact - The assistant helps investors avoid the overwhelming task of filtering through vast amounts of information, enhancing their ability to seize market opportunities [3]. - It processes real-time market data, captures authoritative financial news, and identifies market trends and sentiment, thereby improving decision-making for investors [3]. Group 3: Security Measures - The financial services sector places a high emphasis on content security, and the assistant is equipped with a security firewall from Volcano Engine to ensure reliable content [4].

Group 1 - The global AI model competition is intensifying, with OpenAI releasing the GPT-OSS-120B model, which matches the performance of o4-mini and supports edge deployment, prompting domestic models to accelerate iteration [1] - Anthropic has enhanced the programming capabilities of Claude 4.1, achieving a 74.5% score in the SWE-bench test, solidifying its position in the enterprise market [1] - Google Genie 3 has achieved real-time 3D world generation at 720p, transforming game development and autonomous driving training paradigms [1] Group 2 - The domestic application layer is poised for explosive growth, with global AI token call volume increasing 20 times year-on-year, and 2B orders accelerating [1] - Aisino Technology reported a 76-fold year-on-year increase in AI revenue in the first half of the year, while Alibaba and Kimi models have entered the global top tier [1] - Wanjun Technology has doubled its revenue through a multi-modal overseas strategy, and Bosi Software has capitalized on policy dividends with its financial electronic voucher SaaS [1] Group 3 - As of August 7, 2025, the CSI Cloud Computing and Big Data Theme Index (930851) rose by 0.91%, with significant gains in constituent stocks such as Yonyou Network (up 6.47%) and Wanda Information (up 4.55%) [1] - The Big Data ETF (159739) increased by 0.70%, with the latest price reported at 1.29 yuan [1] Group 4 - Huatai Securities indicates that the data center equipment sector is expected to benefit from the rapid growth of AI, similar to the early surge in the lithium battery equipment sector during the rise of new energy vehicles [2] - The demand for computing power is growing exponentially due to the rapid development of AI and large model training, leading cloud vendors and tech companies to increase investments in data center construction [2] Group 5 - As of July 31, 2025, the top ten weighted stocks in the CSI Cloud Computing and Big Data Theme Index (930851) include companies like Zhongji Xuchuang and Keda Xunfei, accounting for a total of 53.85% of the index [3]

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]