中证计算机指数(930651.CSI)
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盘中净申购超2200万份,计算机ETF(159998)近4日连续“吸金”,机构:迎接向“AI+”跨越
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-30 02:20
Group 1 - The A-share market experienced a collective decline on July 30, with the computer sector showing volatility, as evidenced by the Computer ETF (159998) dropping by 0.74% and a trading volume exceeding 27 million yuan [1] - The Computer ETF (159998) has seen a net inflow of nearly 60 million yuan over the past four trading days, with a total of over 15 billion new shares added this year, representing a growth rate of over 68% [1] - The Computer ETF tracks the CSI Computer Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware [1] Group 2 - The PCB industry is experiencing a significant improvement in market conditions compared to the same period last year, particularly in high-end products, driven by strong demand and rising prices [2] - Major manufacturers like Dongshan Precision and Huidian Co. are focusing their new production capacity on high-end PCB products due to a supply-demand gap in the short term [2] - The domestic AI computing application market is expected to recover, with recent breakthroughs in AI applications boosting market confidence and potentially leading to a new wave of investment in the AI sector [2] Group 3 - The digital economy in China is transitioning from the "Internet+" phase to the "AI+" phase, with a surge in related policies and accelerated implementation of AI applications across various industries [3] - The future of "AI+ industry applications" is anticipated to replicate the high-growth development seen in "Internet+ industry applications" [3]