Core Insights - The China Securities Big Data Industry Index (930902) experienced fluctuations with mixed performance among constituent stocks, including Shiji Information hitting the daily limit and Keda Data rising by 2.43% [1] - The "Wujie" series of large models was announced at the 2025 Beijing Zhiyuan Conference, showcasing advancements in artificial general intelligence (AGI) [1][2] - The Data ETF (516000) closely tracks the China Securities Big Data Industry Index and has shown a 1.89% increase over the past week, ranking first among comparable funds [1][2] Group 1 - The "Wujie" series includes several models such as the world's first native multimodal world model "Wujie·Emu3" and the brain science multimodal general foundation model "Wujie·Jianwei Brainμ" [1] - The focus on world models is particularly strong among new car manufacturers, with companies like Xpeng, Li Auto, Huawei, and Horizon emphasizing their capabilities in smart driving systems [2] - The competition in smart driving has shifted from hardware specifications to the ability to construct world models that digitally understand and predict the physical world [2] Group 2 - Huatai Securities suggests that the emphasis on world models will enhance the computational power of onboard chips and the precision of sensors, raising new demands for algorithm companies and OEMs [2] - A report from Yiou Think Tank indicates that while world models can improve generalization through cloud training and vehicle-side enhancements, their large-scale implementation is still limited by computational costs and data quality [2] - The Data ETF includes companies involved in big data storage, analysis, operation platforms, production, and applications, reflecting the overall performance of the big data industry [2]

Group 1 - The A-share market showed mixed performance on June 6, with the data ETF (516000) starting a new round of increase after a slight adjustment from the previous day's close [1] - As of June 6, 2025, the CSI Big Data Industry Index (930902) rose by 0.64%, with key stocks such as Shiji Information hitting the daily limit, Yuntian Lifey increasing by 4.01%, Kehua Data by 3.37%, and Deepin Technology by 3.32% [1] - Longjiang Securities believes that data elements are gradually entering a practical phase, which is expected to lead to a revaluation of data element value benefiting the entire industry chain [1] Group 2 - The data ETF closely tracks the CSI Big Data Industry Index, which selects listed companies involved in big data storage, analysis, operation, production, and application [2] - The index reflects the overall performance of listed companies in the big data industry, indicating a growing enthusiasm among enterprises for data development and utilization [1][2] - Research shows that nearly 500 digital technology companies have been established by central enterprises, with about 66% of industry leaders having purchased data, highlighting the significant potential and broad space of the data element industry [1]

Group 1 - The China Securities Big Data Industry Index (930902) rose by 0.59% as of June 5, 2025, with notable increases in constituent stocks such as Bosi Software (up 4.27%) and Deepin Technology (up 2.60%) [1] - The Data ETF (516000) also saw a rise of 0.56%, marking its third consecutive increase, with a latest price of 0.9 yuan [1] - Over the past week, the Data ETF has accumulated a rise of 2.05% [1] Group 2 - The Ministry of Industry and Information Technology (MIIT) held a special meeting to promote the development of the artificial intelligence industry, emphasizing the need for systematic planning and collaborative advancement [2] - The MIIT's recent initiatives aim to strengthen the industrial foundation, enhance computing power supply, and promote the deployment of large models in key manufacturing sectors [2] - The report highlights the importance of cultivating AI-enabled application service providers and accelerating the iterative application of industry-specific large models [2] Group 3 - Industrial analysts at Industrial Securities view the computing power industry as a high-growth sector benefiting from both policy and industrial transformation [2] - The MIIT's "Computing Power Interconnection Action Plan" outlines new requirements for computing power interconnectivity and public computing power standardization [2] - The restructuring of domestic companies like Haiguang and Shuguang is expected to enhance competition among domestic computing power leaders and concentrate market share among top companies [2]

Group 1 - The China Securities Big Data Industry Index decreased by 0.62% as of May 22, with mixed performance among constituent stocks, including Shengshi Technology hitting the daily limit, and Dipu Technology dropping by 2.53% [1] - The Data ETF (516000) fell by 0.66%, with the latest price at 0.9 yuan, but has seen a cumulative increase of 28.55% over the past year, ranking first among comparable funds [1] - Alibaba Cloud is accelerating the creation of a global cloud computing network, with plans to open seven new data centers in 2025 across various regions including Malaysia, UAE, Thailand, South Korea, Japan, Mexico, and the Philippines [1] Group 2 - The Data ETF and its linked funds closely track the China Securities Big Data Industry Index, focusing on popular sectors such as data elements, data security, and East Data West Computing, covering notable stocks like iFlytek and Inspur Information [2] - The emergence of the DeepSeek concept has positioned the data industry as one of the most benefited sectors in the market [2]

截至2025年5月16日 14:04，中证大数据产业指数(930902)下跌0.33%。成分股方面涨跌互现，天下秀(600556)领涨2.77%，博思软件(300525)上涨1.73%，盛视 科技(002990)上涨1.33%；税友股份(603171)领跌2.37%，新点软件(688232)下跌1.94%，光环新网(300383)下跌1.83%。数据ETF(516000)下跌0.33%，最新报 价0.91元。拉长时间看，截至2025年5月15日，数据ETF今年以来累计上涨1.44%，涨幅排名可比基金1/3。 流动性方面，数据ETF盘中换手2.32%，成交967.66万元。拉长时间看，截至5月15日，数据ETF近1年日均成交1684.95万元。 份额方面，数据ETF最新份额达4.57亿份，创近1月新高。 数据显示，截至2025年4月30日，中证大数据产业指数(930902)前十大权重股分别为科大讯飞(002230)、中科曙光(603019)、紫光股份(000938)、浪潮信息 (000977)、恒生电子(600570)、拓维信息(002261)、润泽科技(300442)、用友网络(600588)、网宿科技(30 ...

Group 1 - The China Securities Big Data Industry Index (930902) has decreased by 2.96% as of May 15, 2025, with significant declines in component stocks such as Kehua Data down 8.31% and Aofei Data down 6.63% [1] - The Data ETF (516000) has also fallen by 2.86%, currently priced at 0.92 yuan, but has seen a cumulative increase of 1.84% over the past two weeks, ranking first among comparable funds [1] - A successful launch of the first batch of 12 satellites for the space computing satellite constellation occurred on May 14, marking a global first for such a constellation [1] Group 2 - The Data ETF and its linked funds closely track the China Securities Big Data Industry Index, focusing on popular sectors such as DeepSeek, AI computing power, and the Hongmeng industrial chain, covering notable stocks like iFlytek and Inspur Information [2]

Group 1 - The China Securities Big Data Industry Index (930902) decreased by 2.07% as of May 9, with mixed performance among constituent stocks [1] - Zhongke Xingtou led the gains with an increase of 1.58%, while Donghua Software experienced the largest decline at 5.62% [1] - The Data ETF (516000) fell by 1.99%, with the latest price at 0.93 yuan, but has seen a cumulative increase of 6.84% over the past two weeks [1] Group 2 - On May 6, the LiveBench ranking announced that Alibaba's open-source model Qwen3 achieved the top position globally, surpassing several leading closed-source models in instruction-following capabilities [2] - The LiveBench list is developed by Turing Award winner Yann LeCun and evaluates large models across various complex dimensions [2] - The Data ETF and its linked funds closely track the China Securities Big Data Industry Index, focusing on popular sectors such as DeepSeek, AI computing power, and the Hongmeng industrial chain [2]

Group 1 - The core viewpoint of the articles highlights the positive performance of the data ETF and its underlying index, indicating a growing interest in the data industry and AI-related sectors [1][2] - As of May 8, the CSI Big Data Industry Index rose by 0.86%, with notable increases in constituent stocks such as *ST Dongtong (up 15.62%) and Donghua Software (up 9.96%) [1] - The data ETF (516000) experienced a significant increase, reaching a price of 0.96 yuan, with a 5-day cumulative rise of 6.12% as of May 7 [1] Group 2 - Market sentiment has improved in May, with a focus on technology growth, particularly in domestic computing power and AI Agent sectors, driven by investments from major companies like Google and Microsoft [2] - The emergence of the DeepSeek-R1 model is seen as a foundational development for domestic AI Agent creation, indicating a shift towards deeper thinking models in AI [2] - The data ETF and its associated funds closely track the CSI Big Data Industry Index, focusing on key areas such as data elements, data security, and the East Data West Computing initiative, with major stocks including iFlytek and Inspur Information [2]

截至11:05，中证大数据产业指数下跌0.52%。成分股方面涨跌互现，中科星图领涨5.34%，*ST东通上 涨2.49%，航天宏图上涨2.22%；润泽科技领跌3.72%，税友股份下跌3.56%，深信服下跌2.72%。数据 ETF(516000)下跌0.52%，最新报价0.95元。拉长时间看，截至2025年5月6日，数据ETF近2周累计上涨 5.16%。 流动性方面，数据ETF盘中换手8.28%，成交3472.39万元。拉长时间看，截至5月6日，数据ETF近1周日 均成交2018.74万元。 份额方面，数据ETF近1年份额增长2.35亿份，实现显著增长，新增份额位居可比基金1/3。 中信证券研报表示，2024年计算机行业整体收入实现稳健增长，归母净利润和扣非净利润承压。各板块 业绩有所分化，服务器、AI等方向表现优异。2025Q1，行业整体营收保持稳步增长，盈利能力大幅改 善，拐点有望逐步显现。建议把握"AI主线"机遇，重点看好AI Agent及算力主线方向，如管理/办公软 件、教育IT、服务器、云厂商等板块；同时建议兼顾信创、低空经济、机器人等结构性机遇，如工业软 件、基础软件等板块。 数据ETF（51600 ...