On December 8, 2023, the Cloud Computing 50 ETF (516630) continued to be strong at midday, rising again by more than 4%, with most of the holdings **, China Software 10cm up limit, Zhongji InnoLight rose by more than 10%, Xin Yisheng and Inspur Information rose by more than 7%, and Unisplendour and Sugon rose by about 6%.
Recently, the optical module has welcomed a blockbuster catalysis!On December 6, 2023, Google DeepMind CEO Demis Hassabis announced Gemini 10 officially launched, and Gemini became the most powerful and versatile model Google has ever built. gemini 1.0 is divided into three orders of magnitude: (1) the Gemini Ultra version has the strongest performance and the largest volume, which is suitable for complex tasks, (2) the Gemini Pro is optimized in terms of cost performance, and is suitable for efficient multitasking, and (3) the Gemini Nano can be deployed on the edge of mobile phones.
Minsheng ** believes that Google's strong performance in the large-scale model arms race will on the one hand drive the continuous upgrade of computing power demand, and at the same time bring more catalysts for the subsequent launch of large-scale models, including GPT-5. Under the arms race of AI models of overseas Internet giants, the computing infrastructure industry chain will continue to benefit, and the targets of the optical module industry chain, such as Zhongji Innolight and Xinyisheng, are worth focusing on.
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.