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 ...

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]

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]