Wind数据显示，7月17日，CPO概念股持续上行，剑桥科技、东山精密涨停，德科立、联特科技、新易 盛涨幅居前。 消息面上，英伟达创始人兼CEO黄仁勋出席第三届链博会开幕式并致辞。他表示，AI的下一波浪潮将 是机器人系统，它具备推理与执行能力，并且能够理解物理世界，在未来十年中，工厂将由软件和AI 驱动，协调人机协作的机器人团队，生产由AI所主导的智能产品。 1、电信ETF(159507)：紧密跟踪国证通信指数，选取沪深北交易所通信产业相关上市公司，用以反映中 国证券市场上通信行业证券价格变动的趋势。场外联接(A：019236；C：019237)。 2、云计算50ETF(159527)：紧密跟踪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。场外联接(A类：021397；C类：021398)。 中国银河证券认为，综合来看，科技成长板块在政策支撑和产业升级的推动下，仍是市场长期主线，如 AI算力、机器人、半导体等领域具有长期发展潜力，依然是市场长期的热点，战略看好科技产业趋势 的投资机 ...

Group 1 - The core viewpoint is that the cloud computing industry is experiencing significant growth, driven by advancements in AI technology and supportive government policies, with the market expected to exceed 1.17 trillion yuan by 2025, representing a year-on-year growth of 40.6% [2] - The recent surge in the cloud computing sector is reflected in the strong performance of the Zhongzheng Cloud Computing and Big Data Theme Index, which rose by 2.24%, with notable stocks like Kehua Data and Tuowei Information seeing substantial gains [1] - The Cloud Computing 50 ETF has shown impressive liquidity and scale growth, with a recent increase of 288.57 million yuan in size and 2 million shares added, ranking it among the top two in comparable funds [1][2] Group 2 - The Ministry of Industry and Information Technology has issued the "Computing Power Interconnection Action Plan" to enhance the efficiency and service level of public computing resources [2] - The National Energy Administration has mandated the collaborative planning of computing and power projects in energy-rich areas, promoting a "green electricity aggregation supply" model to reduce electricity costs for computing centers [2] - The cloud computing sector is expected to transition from Infrastructure as a Service (IaaS) to Software as a Service (SaaS), with increasing demand for cloud services in critical infrastructure sectors such as government, finance, and transportation [2]

消息面上，国家数据局近日透露，国家将继续加大中央财政资金投入，支持地方、行业建设一批基础 性、公益性、长远性数据基础设施项目；用好超长期特别国债资金，加快构建国家数据基础设施架构； 面向"十五五"，加快研制国家数据基础设施规划。 除此之外，第八届数字中国建设峰会闭幕。在产业对接方面，本届峰会共签约数字经济重点项目455 个，总投资额2280亿元，比上届峰会分别增长8%和12%，项目涵盖新一代人工智能、机器人、算力基 础设施、互联网医疗等多个领域。 盘面上，2025年5月6日早盘，AI产业链持续走强。岩山科技、掌阅科技涨停！润和软件涨超8%，金山 办公、神州泰岳、奥飞数据等个股跟涨。 ETF方面，AI产业链相关产品集体爆发！云计算50ETF(159527)一度涨近4%，超九成成份股飘红；信息 技术ETF(159939)涨超2%，成份股润和软件、光弘科技涨超8%；传媒ETF(512980)涨超2%，成交额快速 突破亿元，居同类产品第一；信创50ETF(159539)涨超2%，盘中换手率居同类产品第一，凸显流动性优 势；电信ETF(159507)涨超2%，年初至今份额增长超14%，备受市场关注。 华鑫证券指出，AI ...

Group 1 - The Zhongzheng Cloud Computing and Big Data Theme Index (930851) has seen a strong increase of 2.34% as of April 30, 2025, with notable gains in constituent stocks such as Tax Friend Co., Ltd. (603171) up 7.31%, Wanxing Technology (300624) up 6.85%, and Zhongke Xingtou (688568) up 5.67% [1] - The Cloud Computing 50 ETF (159527) has risen by 2.16%, and over the past year, it has accumulated a total increase of 19.33% as of April 29, 2025 [1] - According to Zheshang Securities, the proportion of heavy positions in the computer industry for Q1 2025 is 3.1%, reflecting a quarter-on-quarter increase of 0.35%, indicating an upward trend in industry allocation [1] Group 2 - The report from CITIC Construction Investment Securities indicates that recent disclosures of 2024 annual reports and Q1 2025 reports from listed companies show that companies related to AI computing power have performed well, confirming the high prosperity of the industry [1] - The increase in holdings during Q1 2025 is primarily concentrated in areas such as AI Agents, cloud services, and integrated machines, with DeepSeek driving the AI sector's market performance [1] - The Cloud Computing 50 ETF closely tracks the Zhongzheng Cloud Computing and Big Data Theme Index, which selects 50 listed companies involved in providing cloud computing services, big data services, and related hardware to reflect the overall performance of these companies [2]