Group 1 - The overall A-share market showed an upward trend on May 12, with major indices mostly rising, and the defense and military industry sector leading the gains [1] - The recently popular Cloud Computing 50 ETF (516630) saw a slight increase in the afternoon, with top-performing holdings including Shiji Information, Qi Anxin, Qianfang Technology, Xinyi Sheng, Electronic Science Digital, China Great Wall, and Qiming Star [1] - The DeepSeek team released a new paper introducing a self-principle commentary tuning (SPCT) method, which presents a new algorithm for generalist reward modeling during the inference phase, demonstrating dual advantages in efficiency and performance [1] Group 2 - Xiangcai Securities noted that the market is awaiting the release of DeepSeek R2, which is expected to trigger a new round of activity in the technology sector [2] - Tianfeng Securities continues to be optimistic about the AI industry as an annual investment theme, anticipating ongoing high prosperity in the AI sector and the AIDC industry chain with advancements in DeepSeek R2/V4 and related multi-modal developments [2] - The Cloud Computing 50 ETF (516630) has a high AI computing power content, covering sectors such as optical modules & devices, computing leasing (IDC), data storage, servers, and liquid cooling [2]