{"statusCode":200,"message":"","totalCount":0,"result":{"id":595004,"title":"算力板块午后反攻，云计算ETF一度飙涨3%","tag":{"name":"原创","color":"#999999"},"createTimestamp":1681800440,"updateTimestamp":1681800546,"coverImageUrl":"https://img3.gelonghui.com/c1028-9e60a836-40f5-47fd-9774-5a6a834e6c8b.jpg?guru_height=540&guru_width=375","count":{"read":14418,"comment":0,"favorite":0,"like":2,"share":2},"statistic":{"isTrial":false,"isPay":false,"isColumn":false,"isLike":null,"isFavorite":null,"canShare":true,"canFavorite":true},"radio":null,"column":{"id":293186,"nick":"ETF进化论","avatar":"https://img4.gelonghui.com/head/f9eea-f5c17d3b-db52-48a9-b5d4-3ac263193652.jpg","showRoles":[{"type":null,"description":"社区大V","icon":"https://img2.gelonghui.com/role_big_v.png","credentials":"ETF研究达人"},{"type":"COLUMN_AUTHOR","description":"专栏作家","icon":"https://img2.gelonghui.com/role_column_author.png","credentials":""}],"tags":null,"brief":"ETF是投资的最终归宿，ETF是一种信仰！","sex":"","inviteCode":"ZSD5O5","route":"https://m.gelonghui.com/user/293186","isFollow":false,"country":"","state":"","city":"","email":null,"phone":null,"countryCode":"86","needBindPhone":null,"roles":null,"userCount":{"fans":51705,"follow":5,"post":2949,"dynamic":514,"optionalStock":0,"optionalETF":1,"optionalFund":0,"readHistory":0,"favorite":1,"followingPortfolios":1,"createPortfolios":1,"validPortfolios":1},"vip":null,"level":{"exp":12408.0,"currentLevel":2,"currentLevelMaxExp":20000.0},"account":null,"message":null,"binds":null,"agreeUserAgreement":true,"canUploadVideo":null,"kyc":{"certification":false,"investor":null,"svipInvestor":null,"fundInvestor":null,"needAddBirthday":null,"signContract":null,"ageCategory":null},"svip":null,"isBlock":null,"columnAuthorStatus":"authenticated","createDate":1556002009,"membership":null,"regionName":"广东","momentPublishable":false,"uid":622295040035,"canReview":false,"advisoryCertification":null,"financialCircles":[],"styleTags":[{"tagId":40,"userTagId":11534,"name":"题材挖掘","icon":null}],"isHotPictureAuthor":true},"album":null,"purchaseInfo":null,"remainWordNumber":0,"summary":"反弹一触即发","source":{"description":null},"content":"<p><span style=\"font-weight: 400;\">今日A股板块又是加速轮动的一天，早盘还是有业绩支撑的金融、家电板块傲视群雄，以及跌跌不休的新能源板块成小试牛刀，但午后开盘，算力板块快速反攻，迅速霸屏涨幅榜。</span></p><p>A股中，中际旭创涨超14%，中科信息涨超12%，超讯通信、焦点科技涨停，中科曙光涨超8%。</p><p><img src=\"https://img3.gelonghui.com/1001a-5deeedff-fba4-4b93-9300-f95a3b8af085.png\" style=\"margin-top: 0px; margin-bottom: 0px;\"></p><p>ETF方面，云计算相关概念更是占据迅速占领鳌头。易方达云计算ETF、华泰沪港深云计算、招商云计算ETF涨超2%</p><p><img src=\"https://img3.gelonghui.com/dd61d-149a317f-9139-4c9c-be8b-c0d38c2aaa8c.png\" style=\"margin-top: 0px; margin-bottom: 0px;\"></p><p>消息面上， 中科曙光昨晚公布业绩显示，2022年营收130.08亿元，同比增15.44%；净利润15.44亿元，同比增31.27%。</p><p>此外，中科曙光今日在投资者互动平台表示，公司在高端计算、存储、安全、数据中心等领域拥有领先的市场份额，并充分发挥高端计算优势，布局智能计算、云计算、大数据等领域的技术研发，打造计算产业生态。</p><p><b>但从板块的表现角度来看，其实昨日算力板块已经有反弹的迹象。</b>昨日盘中TMT三个大方向——计算机、传媒、通信继续处于调整的态势中，但是当日的下午科技部正式发起成立超算互联网联合体的消息，令资金尾盘快速抢筹算力概念股。</p><p>就连三六零昨日都在尝试结束连日下跌，一度涨超3个点，但尾盘还是跌了下去。今日三六零继续上涨，也是一度涨超3%，超6亿主力资金流入，但截至发稿，涨幅收窄为1.42%。<b>可见市场对于AI板块是否应该结束调整还是存在一定的分歧。</b></p><p>因为近期连续公布的宏光经济数据如社融、出口、社零都远超市场预期，亮点十足，资金又开始布局经济复苏方向的标的，叠加前期暴涨的AI开始回调，市场青睐性价比较高的板块，例如新能源。</p><p><b>多重热点交织下，在量能维持在1万亿的基础上，AI板块想要反弹的难度比较大，</b>而且昨日公司扎堆减持，包括金山办公、海天瑞声，这都是前期AI人气股，给板块的反弹再添逆风。</p><p>目前来看，因为前期已经在预期上充分定价过了，后续资金应该会更青睐有业绩预期的AI个股。</p><p><b>毋庸置疑，ChatGPT引领AI发展大潮注定了算力是基础。而且4月17日，科技部高新司在天津组织召开国家超算互联网工作启动会，正式发起成立国家超算互联网联合体。</b></p><p>按照计划，到2025年底，国家超算互联网将可形成技术先进、模式创新、服务优质、生态完善的总体布局，有效支撑原始科学创新、重大工程突破、经济高质量发展、人民生活品质提高等目标达成，成为支撑数字中国建设的“高速路”。</p><p>云计算业务蓬勃发展，在信息技术服务业与通信业中增速较高。2022年，信息技术服务中云服务、大数据服务共实现收入10427亿元，同比增长8.7%；通信业中云计算业务比上年增长118.2%。</p><p>而且ChatGPT等AIGC应用有望推动云计算的发展，助力算力经济。</p><p>民生证券4月18日指出，ChatGPT引领AI发展大潮，算力是最基础和关键的支撑底座，因此算力行业的发展已经是大势所趋，AI服务器、AI芯片、超算等领域迎来重要的发展机遇。建议重点关注国内超算龙头中科曙光、海光信息；AI芯片龙头寒武纪、景嘉微；AI服务器龙头浪潮信息、中国长城、拓维信息、神州数码。</p><p>目前市场上多只云计算相关ETF，其中规模最大的是天弘中证计算机ETF，规模高达20.92亿元。该基金成立于2020年3月20日，该基金跟踪中证计算机主题指数。</p><p><img src=\"https://img3.gelonghui.com/d725b-71e735c3-f892-4298-8123-375140626676.png\" style=\"margin-top: 0px; margin-bottom: 0px;\"></p><p>前十大重仓股分别是海康威视、恒生电子、科大讯飞、广联达、金山办公等行业龙头，合计占基金净值高达50.46%。</p><p><img src=\"https://img3.gelonghui.com/24c10-78109975-3746-4322-9c53-5779b0082c90.png\" style=\"margin-top: 0px; margin-bottom: 0px;\"></p>","file":null,"language":"zh-CN","relatedStocks":[{"market":"sh","code":"516510","name":"云计算ETF易方达","canClick":true},{"market":"sz","code":"159738","name":"云计算ETF华泰柏瑞","canClick":true},{"market":"sz","code":"159890","name":"云计算ETF招商","canClick":true},{"market":"sh","code":"516630","name":"云计算ETF华夏","canClick":true},{"market":"sh","code":"517390","name":"云计算ETF天弘","canClick":true},{"market":"sh","code":"512720","name":"计算机ETF国泰","canClick":true},{"market":"sz","code":"159998","name":"计算机ETF天弘","canClick":true}],"relatedInfos":[{"id":784,"type":"subject","name":"投基高手","link":"https://www.gelonghui.com/subject/784","coverImageUrl":"https://img2.gelonghui.com/e91d7-8979823f-576a-4839-b60c-96d2c292a689.png"}],"closeComment":false,"readTime":2,"wordCount":1363,"reviewStatus":"approved","topic":null}}