计算机ETF（512720）跟踪的是CS计算机指数（930651），该指数从沪深市场中选取主营业务涉及计算 机硬件、软件及服务的上市公司证券作为指数样本，以反映计算机相关上市公司证券的整体表现。指数 聚焦于信息技术领域，行业配置主要集中于软件开发、IT服务以及计算机硬件制造等细分领域。 1月22日，计算机ETF（512720）盘中涨超1.2%，关注AI商业化及应用场景拓展。 开源证券指出，AI需求可预见性提升，软件侧亦孕育机会。模型厂商基于chatbot的商业化和生态化或进 入加速阶段，从亚马逊、OpenAI及千问本周密集的更新来看，模型大厂开始较此前更为积极地围绕 chatbot进行商业化及生态建设。这其中，谷歌依托搜索领域绝对的领先地位及全球第一梯队的大模型， 有望维持龙头地位。OpenAI进一步开始尝试AI搜索下的营销广告业务，或导致整体搜索广告大盘格局 变化。2026年互联网或进入以AI变现兑现和反内卷政策下竞争格局优化为核心驱动的业绩成长期，业 务线整合协同+AI赋能或成为业绩及估值驱动因素。关注AI商业化及应用场景拓展；开源模型能力持续 提升下，AI云需求有望持续验证。 （文章来源：每日经济新闻） ...

Market Overview - On August 1, U.S. stock markets closed down significantly due to the impact of U.S. tariff policies and disappointing July employment data, with the Dow Jones Industrial Average falling by 542.4 points (1.23%) [1] - The S&P 500 index recorded its largest single-day drop since May, down 1.60%, while the Nasdaq index fell 2.24%, marking its largest decline since April [1] - The total market capitalization of U.S. stocks evaporated by over $1 trillion [1] Employment Data - The U.S. Labor Department reported that non-farm payrolls increased by only 73,000 in July, significantly below expectations, with the unemployment rate rising slightly to 4.2% [8] - Revisions to previous months' data showed a drastic downward adjustment, with May's non-farm payrolls revised from 144,000 to just 19,000, and June's from 147,000 to 14,000 [8] - Experts indicate that uncertainty from tariff policies is leading to increased caution among U.S. businesses, contributing to a rapid deterioration in the labor market [9] Federal Reserve Outlook - The probability of a 25 basis point rate cut by the Federal Reserve in September surged from 37.7% to 75.5% following the employment data release [2] - The VIX index, a measure of market volatility, spiked above 29, indicating heightened market anxiety [2] - Economists warn that the combination of chaotic tariff policies, immigration restrictions, and federal layoffs could further suppress U.S. economic growth, with signs pointing to a rapid slowdown in the labor market [9] Sector Performance - Major technology stocks experienced declines, with Amazon dropping over 8%, Meta down over 3%, and other tech giants like Apple and Nvidia falling more than 2% [4] - Cryptocurrency and computer hardware sectors also saw significant losses, with Coinbase plummeting over 16% [4] - Conversely, sectors such as weight loss drugs and precious metals performed well, with gold resources rising nearly 17% [4] Federal Reserve Personnel Changes - Federal Reserve Governor Adriana Kugler announced her resignation effective August 8, allowing President Trump to make new appointments to the Fed board ahead of schedule [12][14] - Trump criticized Fed Chairman Jerome Powell for not cutting rates and suggested that the Fed board should take control if Powell continues to resist [11][14]