8月13日，两市延续慢牛氛围，上证指数突破3674高点创2021年以来新高，盘面上光模块、光通信、光芯片概念助力大盘刷新新高。市场代表性的云计算 ETF（159890）早盘大涨3.15%，成交额近3400万元。 | ( 日 | 云计算ETF(159890.SZ) | | | | | | --- | --- | --- | --- | --- | --- | | 交易中 08-13 11:29:18 | | | | | | | 1.408 | | 昨天 | 1.365 | 流通营 | 2. | | +0.043 +3.15% | | 开盘 | 1.366 | 流通值 | | | 最高 1.413 | | 成交量 | 24.5万 | 换手率 | 8. | | 最低 1.361 | | 成交额 | 3404万 | 均价 | 1. | | IOPV 1.4099 | | 溢折率 | -0.13% | 贴水率 | | | 净值走势 招商中证云计算与大数据ETF(159890.OF) 1.3661 +1.40% | | | | | | | 分时 도급 | | EK | 周Ｋ | HK | 中文 | | 膏加 设均线 | ...

Core Viewpoint - The computing hardware sector is experiencing significant activity, driven by a strong performance from companies like New Yisheng, which has led to a notable increase in related stocks and ETFs [1] Group 1: Market Performance - New Yisheng's stock rose over 10%, positively impacting the computing hardware sector and leading to a 1.20% increase in the cloud computing ETF (159890) with a trading volume exceeding 25 million yuan [1] - Other stocks such as Donghua Software, Wanxing Technology, and Zhongji Xuchuang also saw gains of over 9% and 8% respectively, indicating a broad rally in the sector [1] Group 2: Fundamental Analysis - Among the seven major companies (Mag7) that have reported earnings, four provided revenue forecasts that either met or exceeded Wall Street expectations [1] - The cloud computing ETF's constituent stocks reported significant year-on-year increases in both revenue and net profit for the first quarter, reflecting robust growth in computing infrastructure [1] - Eastern Securities noted that the AI chip and server industries are benefiting from the rapid development of the AI sector, with increased orders and prepaid accounts indicating imminent business deployment [1] Group 3: Industry Development - Recent advancements in AI models, including the release of Alibaba's Qwen3 series and Xiaomi's 7B parameter model, are driving increased capital expenditures among domestic cloud giants [1] - The demand for AI is surging, which is expected to sustain a positive cycle of capital expenditure expansion, commercialization, and performance realization in the computing industry [1] Group 4: Capital Flow - There has been a notable return of capital to cloud computing, exemplified by a net inflow of nearly 18 million yuan into the cloud computing ETF (159890) [1] - Despite concerns over tariff disruptions, the demand for AI remains unchanged, suggesting continued investment interest in the sector [1] Group 5: Future Outlook - The computing industry is anticipated to maintain high prosperity due to breakthroughs in large model technology, ongoing expansion of application scenarios, and gradual performance realization [1] - Areas of potential focus include computing infrastructure, vertical applications, and ecosystem collaboration [1]