On December 18, 2023, the Cloud Computing 50 ETF (516630) and Big Data 50 ETF (516000) continued to adjust after the opening and are now down nearly 15%。Among the stocks jointly held by the two sides, Oriental Guoxin, Runze Technology, Tianxiaxiu, Kehua Data, Aerospace Hongtu, Qianxin, Glodon, China Software, etc. were among the top declinersAmong the cloud computing 50 ETF (516630) holdings, Zhongji InnoLight rose nearly 4%, and Xinyisheng rose nearly 3%.
Dongguan ** believes that the role of artificial intelligence applications in promoting the development of multiple fields has attracted attention, and large models are developing in the direction of multi-modality, and the increasingly large data scale bursts out with higher computing power requirements, driving the bandwidth rate towards the T-bit era, and related devices and equipment will usher in a new round of iteration cycle. Looking forward to the market outlook, manufacturers such as optical modules and servers under the progress and iteration of computing power can be expected in the future.
The key holdings of Cloud Computing 50 ETF (516630) focus on AI applications and AI computing infrastructure: Zhongji InnoLight, the core supplier of optical modules that benefits from the explosion of computing power demand;Sugon, a leader in the field of high-performance computing;Tsinghua Unigroup, a full-category ICT platform company;Inspur Information, the world's leading AI server manufacturer;Xinyisheng, the leading manufacturer of optical modules with leading R&D advantages;Kingsoft Office, the core manufacturer of large model + office application landing. AI models continue to soar, the application of commercial AI products accelerates, computing power has become the "digital oil" of the new era, and the prosperity of cloud computing business and computing infrastructure and other related sectors is expected to continue to rise.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.