截至2025年8月25日 10:33，计算机ETF(159998)一度涨近3%，现涨1.88%，成交5316.23万元。跟踪指数 中证计算机主题指数(930651)强势上涨1.66%，成分股中科曙光(603019)上涨10.00%，协创数据(300857) 上涨9.11%，润泽科技(300442)上涨5.17%，光环新网(300383)，四维图新(002405)等个股跟涨。 截至2025年8月22日，计算机ETF(159998)近1周累计上涨9.24%。计算机ETF(159998)最新规模达37.24亿 元，创成立以来新高。 截至2025年8月25日 10:33，中证沪港深云计算产业指数(931470)强势上涨4.13%，成分股中科曙光 (603019)上涨10.00%，华胜天成(600410)上涨9.98%，中际旭创(300308)上涨9.18%，数据港(603881)，奥 飞数据(300738)等个股跟涨。云计算ETF沪港深(517390)上涨4.24%，最新价报1.62元。拉长时间看，截 至2025年8月22日，云计算ETF沪港深近1周累计上涨9.82%。 流动性方面，云计算ETF沪港深盘中换手7.42 ...

截至2025年8月8日 13:26，计算机ETF(159998)盘中换手1.85%，成交6575.62万元。跟踪指数中证计算机主题指数(930651)成分股涨跌互现，润泽科技 (300442)领涨1.29%，江波龙(301308)上涨0.44%，恒生电子(600570)上涨0.20%。 规模方面，计算机ETF(159998)近1周规模增长5784.92万元，实现显著增长，新增规模位居可比基金第一。 资金流入方面，计算机ETF(159998)近5个交易日内有4日资金净流入，合计"吸金"7160.15万元。 万联证券此前指出，我国在开源AI大模型领域拥有国际领先水平的DeepSeek、阿里通义千问、智谱等大模型产品，为我国"人工智能+"行动的深入实施构建 了坚实的技术底座。 中信证券认为，展望2025年下半年，建议把握新一轮创新落地周期。AI主线创新继续，带动产业链上下游落地提速，景气创新方向频出，驱动行业加速成 长。 相关产品： 计算机ETF(159998)紧密跟踪中证计算机主题指数，中证计算机主题指数选取涉及信息技术服务、应用软件、系统软件、电脑硬件等业务的上市公司证券作 为指数样本，以反映计算机主题上市公司 ...

Group 1: Computer ETF Performance - As of July 24, 2025, the Computer ETF (159998) closed up by 1.31% with a total trading volume of 61.839 million yuan [3] - The Computer ETF (159998) saw a significant growth of 326 million yuan in scale and an increase of 23.4 million shares over the past two weeks, ranking first among comparable funds [3] - In terms of capital inflow, the Computer ETF (159998) attracted a total of 26.5236 million yuan over the last five trading days [3] Group 2: Cloud Computing ETF Performance - As of July 24, 2025, the Cloud Computing ETF (517390) closed up by 0.86% with a turnover rate of 7.25% and a trading volume of 21.539 million yuan [6] Group 3: Robotics ETF Performance - As of July 24, 2025, the Robotics ETF (159770) closed up by 1.43% with a turnover rate of 3.52% and a trading volume of 228 million yuan [8] - The Robotics ETF (159770) experienced a growth of 140 million yuan in scale over the past week, reaching a new high of 6.892 billion shares [8] - The Robotics ETF (159770) recorded a continuous net inflow of funds totaling 161 million yuan over the last three days [8] Group 4: AI Industry Developments - The 2025 World Artificial Intelligence Conference will take place from July 26 to 28 in Shanghai, featuring over 800 participating companies and more than 3,000 cutting-edge exhibits [8] - The conference will focus on AI infrastructure and ten major fields, showcasing over 40 large models and 50 AI terminals, marking the largest scale in its history [8] Group 5: Market Insights - CITIC Securities noted that NVIDIA's resumption of H20 sales, along with the rapid development of next-generation system-level computing power, boosts confidence in the domestic AI industry chain [9] - CITIC JianTou Securities highlighted a recovery in sentiment within the humanoid robotics sector, driven by positive changes in the domestic and international robotics industry chains [10] - Upcoming major events such as the World Artificial Intelligence Conference and the World Robotics Conference are expected to catalyze the robotics sector [10]

Group 1 - The core viewpoint of the news is the merger plan between Haiguang Information and Zhongke Shuguang, where Haiguang Information will absorb Zhongke Shuguang through a share exchange, leading to the latter's delisting [2] - Zhongke Shuguang is currently the largest shareholder of Haiguang Information, holding a 27.96% stake prior to the merger [2] - Following the merger, shareholders of Zhongke Shuguang will receive 0.5525 shares of Haiguang Information for each share they hold, indicating a potential 21.5% price increase for Zhongke Shuguang based on pre-suspension closing prices [2] Group 2 - The computer ETF (159998) has seen a significant inflow of funds, totaling 337 million yuan over 17 days, marking a historical high in both scale and share count [2] - The cloud computing ETF (517390) has attracted over 200 million yuan this year, focusing on leading companies in the AI sector [3] - The A-share market is expected to return to a structural bull market, with potential catalysts in AI, embodied intelligence, and national defense industries [3] Group 3 - The computing power leasing industry is experiencing high demand, as evidenced by large orders and procurement plans from various companies, indicating a high level of industry prosperity [4] - Domestic computing power is transitioning from "single-point breakthroughs" to a collaborative development across the entire industry chain, enhancing overall performance and stability [4] - The AI sector shows significant growth potential and investment value, particularly driven by domestic substitution and technological advancements [4]

Group 1 - The A-share computing industry chain is showing active performance, with related ETFs experiencing significant net inflows of funds [1] - The Computer ETF (159998) has seen net inflows for 15 consecutive trading days, accumulating nearly 300 million yuan, with the latest fund size reaching 3.07 billion yuan [1] - The Cloud Computing ETF (517390) rose over 1% on June 9, with net inflows of 8.6 million yuan over the last 10 trading days [1] Group 2 - Nvidia's stock price has been strong, reaching $141.22 per share, close to its historical high of $153, with a total market capitalization of $3.446 trillion, surpassing Microsoft [1] - Nvidia's stock saw a cumulative increase of 24.06% in May, driven by its leading position in the AI sector and strong performance [1] - The Ministry of Industry and Information Technology in China has issued a plan to promote the interconnection of computing power, aiming to standardize public computing resources by 2028 [1] Group 3 - According to Zhongyin International, the AI industry chain has certain rebound potential due to overseas mapping drivers and market style rotation [2] - The pessimistic expectations for computing infrastructure are reversing, with leading companies like Nvidia and Broadcom performing well in the market [2] - The Computer ETF (159998) tracks the CSI Computer Theme Index, which includes stocks from companies involved in IT services, application software, system software, and computer hardware [2] Group 4 - The Cloud Computing ETF (517390) closely tracks the CSI Hong Kong-Shanghai Cloud Computing Industry Index and invests in internet companies in Hong Kong, A-share computing companies, and leading computer firms [3]

Core Viewpoint - The computer industry is experiencing a strong upward trend, driven by AI demand and policy support, with significant movements in stock prices and ETFs related to cloud computing and chips [3][4][5]. Group 1: Market Performance - The CSI Computer Theme Index rose by 1.93%, with notable gains in stocks such as Langxin Group (up 19.97%) and CloudWalk Technology (up 6.66%) [3]. - The Computer ETF (159998) increased by 2.25%, with a trading volume of 49.08 million yuan and a turnover rate of 1.73% [3]. - The CSI Hong Kong-Shenzhen Cloud Computing Industry Index saw a 1.49% rise, with Longbright Technology and Tianyuan Dike gaining 7.44% and 4.18%, respectively [3]. Group 2: Corporate Developments - On May 25, Zhongke Shuguang and Haiguang Information announced a merger plan to enhance business synergy and focus on AI full-stack solution development [3]. - The merger coincides with the revision of the "Major Asset Restructuring Management Measures for Listed Companies," indicating a new phase in optimizing industrial resource allocation [3]. Group 3: Investment Opportunities - The AI industry is expected to boost downstream demand in the computer sector, with a focus on AI computing power and domestic substitution trends [4]. - Investment strategies should consider the vertical integration capabilities of merged entities in cloud computing, which may enhance gross margins [4]. - The computer ETF has seen a significant increase in scale, growing by 23.02 million yuan over two weeks, and a notable inflow of 1.25 billion yuan over nine days [5].

Group 1 - The core viewpoint of the news is that Haiguang Information is planning to merge with Zhongke Shuguang through a share swap, which is expected to accelerate the application of domestic GPUs in the AI field and enhance the ecosystem from "usable" to "user-friendly" [2] - Minsheng Securities believes that the merger will create synergies in interdisciplinary fields, potentially unlocking business ceilings and market value for both companies [2] - The computer software sector saw significant gains following the announcement, with the CSI Computer Theme Index rising by 0.97% and several component stocks experiencing notable increases [2] Group 2 - As of May 23, the CSI Computer Theme Index's top ten weighted stocks accounted for 47.26% of the index, with notable companies including Hikvision and Zhongke Shuguang [5] - The Computer ETF has shown strong performance, with a nearly 1-year cumulative increase of 23.50% as of May 23, and a net value increase of 20.95% over the past year [3][4] - The Computer ETF has also experienced significant inflows, with a total of 9,142.86 million yuan in net inflows over the past six days, indicating strong investor interest [3]