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]