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德阳市(绵竹市、广汉市、罗江区、什邡市、中江县、旌阳区)
无锡市(新吴区、江阴市、宜兴市、滨湖区、锡山区、惠山区、梁溪区)
防城港市(东兴市、上思县、防城区、港口区)
鹤壁市(鹤山区、山城区、淇县、浚县、淇滨区)
黄冈市(黄州区、浠水县、罗田县、麻城市、黄梅县、武穴市、团风县、蕲春县、红安县、英山县)
徐州市(铜山区、云龙区、睢宁县、邳州市、贾汪区、泉山区、沛县、鼓楼区、新沂市、丰县)
新疆维吾尔自治区
石家庄市(长安区、元氏县、赵县、正定县、深泽县、灵寿县、高邑县、平山县、辛集市、无极县、桥西区、栾城区、井陉矿区、新乐市、赞皇县、新华区、裕华区、晋州市、鹿泉区、行唐县、井陉县、藁城区)

4月18日午后,A股主要指数多数下跌,一度仅北证50、创成长等指数上涨。行业板块方面,通信行业领涨,社会服务、美容护理、农林牧渔、纺织服饰、商贸零售等行业跌幅居前。近期热度较高的云计算50ETF(516630)午后小幅下跌,持仓股中,拓维信息、新易盛、中际旭创、润和软件等涨幅居前,税友股份、中国软件、泛微网络(维权)、石基信息等领跌。

平安证券认为,近期包括OpenAI、豆包在内发布的新模型,解题思路在此前思维链CoT基础上,更多体现对模型原生Agent能力(即工具使用)以及多模态推理能力的重视。全球大模型领域的竞争依然白热化,坚定看好AI主题的投资机会,当前Agent在企业端落地进度较为靠前,AI应用建议关注OA/ERP/编程/办公等领域;算力方面,Agent将带来更多的推理端应用需求,从而拉动推理端算力乃至整体算力需求向上。当前全球贸易摩擦持续演化,从性价比以及供应链安全的角度,我国国产AI算力在国内AI算力市场的接受度将进一步提高,市占率有望进一步提升,坚定看好国产AI算力产业链。

公开信息显示,云计算50ETF(516630)的AI算力含量较高,标的指数成分股覆盖了光模块光器件、算力租赁(IDC)、数据储存、服务器、液冷等算力基建概念板块。此外,指数当中deepseek概念股含量较高,据华创证券测算,云计算指数(930851)的Deepseek概念股含量为42.9%。

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