每经编辑：叶峰 今日早盘A股震荡走强，行业轮动较快，AI应用、消费电子、CPO等方向涨幅居前。 如果看好一个行业，则可以通过选择行业ETF来捕捉板块整体上行机遇。投资者可以关注以下热门板块的代表产品，一键布局A股各行业核心资产：机器人 ETF（159770），计算机ETF（159998）、生物医药ETF（159859）、芯片ETF天弘（159310）、食品饮料ETF天弘（159736）、航空航天ETF天弘 （159241）、证券ETF（159841）。 每日经济新闻 面对热点快速轮动的普涨行情，热衷追涨杀跌的散户投资者，往往出现"收益跑不赢指数"的局面，A股目前超5000只个股更是增加了投资者选股的难度。此 外，对于刚入市的投资者，开通创业板、科创板仍需要一定时间的资金门槛，无疑会错过当下的热门行情。 不过，通过ETF进场则无需担心上述困扰。近日，我国ETF规模正式突破5万亿元大关，越来越多的投资者开始通过ETF来进入市场，ETF也正在成为普通投 资者的"最优解"。 ...

计算机ETF（159998，联接：001630）：紧扣硬科技行业主线，覆盖软件、硬件、云计算等多个细分赛 道，适配数字经济、AI 发展等产业趋势。 生物医药ETF(159859，联接：011041)：聚焦生物医药全产业链，涵盖创新药、医疗器械、医疗服务等 细分领域，成分股兼具研发实力与成长潜力，契合医药产业创新升级趋势 芯片ETF天弘(159310，联接：012553)：覆盖半导体产业链全环节：芯片设计、制造、封装测试等核心 环节，直接受益于半导体产业国产替代与技术突破。 格隆汇8月25日｜A股继续狂欢，成交额半日破2万亿，上证指数放量强势上涨0.83%，午后开盘涨幅扩 大0.94%，全市场5000只个股仅有2800只录得上涨，再次凸显"难跑赢上证指数"的现状。 汇丰研究发表研究报告指，充裕的境内流动性持续推动此次中国股市升浪，上证指数今年底目标由3700 点上调至4000点。 在板块快速轮动的市场环境下，宽基 ETF 的均衡配置与行业ETF的进攻性结合是应对波动、捕捉结构 性机会的核心策略，行业ETF 通过聚焦高景气赛道获取超额收益： 机器人ETF(159770，联接：014881)：是深市规模最大的机器人 ...

Group 1: Cloud Computing and ETFs - A-shares experienced a slight pullback on August 25, while the cloud computing sector remained strong, with the cloud computing ETF (517390) rising by 3.86% and trading volume exceeding 30 million yuan [1] - Key components of the cloud computing ETF included Zhongke Shuguang, which hit the daily limit, and Zhongji Xuchuang, which rose over 10% [1] - The computer ETF (159998) saw a modest increase of 0.28% with a trading volume exceeding 90 million yuan, featuring top gainers such as Xiechuang Data, which rose over 8% [1] Group 2: Data Industry Expo - The 2025 China International Big Data Industry Expo will be held in Guiyang from August 28 to 30, organized by the National Data Bureau and the Guizhou Provincial Government [2] - A total of 375 companies, including major players like Huawei and China Telecom, have confirmed participation, showcasing advancements in digital infrastructure, AI models, data security, and smart terminals [2] - The expo will feature a series of activities including supply-demand matching, corporate roadshows, technical seminars, and product launches, creating a professional platform for technology exchange and business opportunities [2] Group 3: Challenges and Opportunities in AI and Cloud Computing - Citic Securities highlighted two main challenges for embodied intelligence companies: the correct model architecture and efficient data sampling, with a focus on the integration of large language models and visual models [3] - Companies with strong capital expenditure capabilities are expected to build competitive barriers through real data collection, while synthetic data and internet data will play a crucial role in the value of embodied models [3] - Central Securities noted an optimistic outlook for capital expenditure among leading cloud vendors by 2025, driven by AI development and the construction of large data centers, which will increase demand for optical device products [3]

Group 1 - The Shanghai Composite Index turned positive on August 20, with the Computer ETF (159998) down 0.20% and a trading volume exceeding 15 million yuan [1] - Among the constituent stocks of the Computer ETF, Tuowei Information and Baoxin Software rose over 1%, while Inspur Information and Nasda also saw gains [1] - As of August 19, the Computer ETF (159998) had a latest scale of 3.581 billion yuan, ranking first among all computer-related ETF products in the market, with a year-to-date share growth of over 53%, also the highest among its peers [1] Group 2 - The Cloud Computing ETF (517390) was down 1.61% as of the latest update, but had achieved three consecutive days of gains by the close on August 19 [2] - The Computer ETF (159998) tracks the CSI Computer Theme Index (930651.CSI), which selects stocks from companies involved in information technology services, application software, system software, and computer hardware [2] - The Cloud Computing ETF closely follows the CSI Hong Kong-Shanghai Cloud Computing Industry Index (931470.CSI) and includes investments in Hong Kong internet companies, A-share computing power companies, and leading A-share computer firms [2] Group 3 - The global DRAM market is projected to grow by 20% quarter-on-quarter to reach 32.101 billion USD by Q2 2025, driven by increasing demand for high-value DRAM products like HBM3E and high-capacity DDR5, as well as rising prices and demand for traditional DDR4/LPDDR4X [3] - SK Hynix maintained its leading position in the DRAM market with a 38.2% market share in Q2, widening the gap with Samsung [3] - According to Dongfang Securities, the AI application sector is entering a practical phase, presenting numerous investment opportunities in both AI applications and computing power industries [3]

8月5日，A股计算机概念盘中震荡走弱。热门ETF中，计算机ETF（159998）截至早盘收盘下跌0.85%， 成交额超3200万元，溢折率0.02%，盘中频现溢价交易。 主要权重股中，海康威视涨超1%，浪潮信息飘红，科大讯飞、三六零、中科曙光、金山办公等多股下 跌。 资金流向方面，Wind最新数据显示，计算机ETF（159998）连续两个交易日"吸金"，该ETF最新流通 份额为35.64亿元，居全市场计算机类ETF产品第一。 Wind实时申购赎回信息显示，计算机ETF（159998）获实时净申购达840万份。 消息面上，据泰山财经，记者获悉，8月4日，浪潮计算机增资扩股项目在山东产权交易中心挂牌。根据 挂牌信息，浪潮计算机拟募集资金总额7亿元-12亿元，对应持股比例18.92%-28.57%,拟新增注册资本1.4 亿元-2.4亿元。 公开资料显示，浪潮集团与浪潮集成电子分别持有浪潮计算机股权35%，浪潮软件科技持股30%。其 中，浪潮软件科技为浪潮集团全资子公司，浪潮集成电子为浪潮软件科技全资子公司，浪潮计算机实际 为浪潮集团全资控股企业。 浪潮集团官网显示，浪潮集团是中国领先的云计算、大数据服务商，拥有浪潮 ...

Group 1 - The A-share market experienced a collective decline on August 4, with the Computer ETF (159998) dropping by 0.21% and maintaining a slight premium trading status [1] - As of August 1, the Computer ETF had a circulating share count of 3.809 billion and a circulating scale of 3.549 billion yuan, leading among similar products [1] - The Computer ETF tracks the CSI Computer Theme Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware [1] Group 2 - Zhejiang University unveiled a new generation of neuromorphic brain-like computer named "Darwin Monkey," which is the first in the world to exceed 2 billion neurons based on specialized neuromorphic chips [2] - The "Darwin Monkey" supports over 2 billion pulse neurons and more than 100 billion synapses, with power consumption around 2000 watts in typical operating conditions [2] - North American tech giants are experiencing sustained high growth driven by AI, with increased capital expenditure on AI infrastructure, while domestic policies are expected to accelerate the commercialization of AI applications [2] Group 3 - China has leading capabilities in the open-source AI large model sector, with products like DeepSeek, Alibaba Tongyi Qianwen, and others forming a solid technological foundation for the "AI+" initiative [3] - Recommendations include focusing on the accelerated commercialization of AI products, particularly in AI terminals, AI agents, and potential killer AI applications [3] - The demand for AI computing power is expected to surge due to the scaling of AI applications, highlighting opportunities in intelligent computing center construction, liquid cooling servers, optical communication, and copper connections [3]

Group 1: Computer Sector Performance - The three major indices opened mixed on July 31, with the computer sector experiencing a volatile rise [1] - The Computer ETF (159998) rose by 1.08% during the session, with a trading volume exceeding 500 million yuan, leading among similar products [1] - Over 80% of the component stocks in the Computer ETF were in the green, with notable gains from companies like Yonyou Network (over 8% increase) and others such as 360 and Kingsoft [1] - As of July 29, the Computer ETF (159998) had a year-to-date net inflow rate exceeding 67%, ranking first among similar products [1] Group 2: AI and Technology Developments - Baidu is testing an AI application entry point on its desktop search homepage, allowing users to access AI applications directly [1] - The integrated AI applications come from Baidu's Wenxin AI platform and external quality AI applications, with full rollout expected soon [1] - Meta reported Q2 revenue of $47.52 billion, a 22% year-on-year increase, and a net profit of $18.34 billion, up 36% [2] - Microsoft announced Q2 revenue of $76.44 billion, an 18% year-on-year increase, with Azure and other cloud services revenue growing by 39% [2] - The domestic AI model's evolution is expected to accelerate commercial applications, shifting AI commercialization from tools to assistants [3] - The AI industry is entering a new phase of training and deployment efficiency improvements, with a focus on platform internet companies and AI ecosystem enterprises [3]

7月29日，A股三大指数午后持续走强，计算机概念反复翻红。 热门ETF中，计算机ETF（159998）截至发稿上涨0.32%。成交额超5700万元暂居同标的第一。成分股 中，恒生电子涨停，江波龙、华勤技术、财富趋势、奇安信-U等多股跟涨。 资金流向上看，Wind数据显示，该ETF近3个交易日持续获资金净流入，累计"吸金"超3700万元。该 ETF最新流通规模为36.33亿元，居同标的产品首位。值得注意的是，Wind实时申购赎回信息显示，计 算机ETF（159998）获实时净申购达1560万份。 计算机ETF（159998）跟踪中证计算机指数（930651.CSI）。该指数以中证全指为样本空间，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股票作为成分股。 据科创板日报，在2025世界人工智能大会上，英国皇家工程院院士郭毅可在演讲中指出，全球AI算力 需求正以每两年750倍的速率极速扩张。 海通国际指出，WAIC 2025以空前规模、全民热度再度坚定AI信心。我们判断，投资机会也在从单卡走 向机柜，从训练走向推理，建议关注算力、模型、AI PCB、散热、AIPower等方向。 华创证券认为 ...

Group 1 - The computer ETF (159998) experienced a slight decline of 0.97% with a trading volume exceeding 31 million yuan, maintaining the top position among similar products [1] - The ETF saw a net inflow of over 18 million yuan yesterday, with four out of the last five trading days showing net inflows, totaling over 230 million yuan [1] - As of July 21, the latest scale of the computer ETF reached 3.557 billion yuan, marking a historical high in both scale and shares at 3.854 billion [1] Group 2 - The cloud computing ETF (517390) fell by 1.09% and closely tracks the CSI Cloud Computing Industry Index, which includes companies involved in internet services and computing hardware [2] - The AI and office software industry is at a transformative turning point, driven by breakthroughs in large model technology, enhancing productivity and reshaping market dynamics [3] - The computer and software development sector is expected to see growth in various sub-sectors, including AI computing and software outsourcing, with improvements anticipated in the second half of the year due to new technologies and policy support [3]

Group 1 - The computer sector stocks showed strong performance in the morning, with Weining Health rising over 10% and Guanghuan Xinwang and Jiangbolong increasing over 4% [1] - The Computer ETF (159998) rose over 1.6% in the morning, with a cumulative increase of 7.66% for the week, driven by the rise of heavy-weight stocks [1] - The Computer ETF (159998) attracted significant capital, with a net subscription of approximately 140 million shares over the past five trading days [1] Group 2 - The electronic ETF (159997) increased by 1.62%, and the Tianhong Sci-Tech Innovation Index ETF (589860) rose by 0.84% [2] - The People's Bank of China plans to develop a new stage financial technology development plan and will collaborate with the National Data Bureau on pilot projects to enhance data capabilities in financial institutions [2] - Since 2025, the computer industry has outperformed the Shanghai Composite Index and CSI 300, with this year's growth rate being in the mid-range among all industries, although institutional holdings remain at historical lows [2] Group 3 - Current domestic AI investments show a mismatch between short and long-term strategies, with the second half of the year seen as an opportune time for positioning [2] - The anticipated release of the DeepSeek R2 version in the second half of the year is expected to enhance the benefits across the entire domestic AI industry chain [2] - Market expectations suggest that the DeepSeek R2 version will achieve significant advancements in multi-modal integration, real-time decision-making capabilities, and versatility in vertical scenarios, benefiting AI applications and computing power [2]